How do you turn on/off the ability to save Personal Reports? Can you control the 'Save' button on a page, if the Role has Basic Access with Sharing permission levels?

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I have a Role with Basic Access with Sharing, and another with Full Administration.  When I use the Full Administration Role, I can save Personal Reports, but with the Basic Access role, the Save button is missing from the page.  Is that a glitch, or is this something that can be configured?

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Brock

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Posted 4 years ago

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Scott

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Greetings!
Regardless of the rolls name, everything comes down to how the permissions are set up.  

To access permissions, you'll need to be on an administrator account.  Once you are, go to your home page and click settings.  Once in the settings hub, click on roles.  There you will be bale to view all of your roles.

Click on the role with basic access with sharing.  You should now see a list of all of the tables in your application below the app access level setting.  You will need to configure each table accordingly to how you would like the user to be able to interact with it.  If you would like your user to save a record on that table, he will need modify permissions and view permissions.  You will need to set that tables permissions to all records, custom rule (and set up logic to records he can modify), or records that are owned by him.  Along with view/modify permissions if you would like the user to add/delete records, the checkbox will need to be checked as well.

Hopefully this has helped you.

Regards,
Scott
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Brock

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Thanks, Scott.  Unfortunately, it is the ability to save Personal Reports that is of issue.  I have been unable to identify any setting that would prevent a user from saving a Personal Report, and yet for this specific Role, that feature was disabled.  I'm trying to determine if there is a setting I'm not seeing, or if this is a bug that needs to be reported to QuickBase.  Please note that I'm not talking about Common Reports - just Personal Reports.
If you use the Role UI setting to remove the ability to customize Reports, then they will not be able to save personal reports.
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Brock

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That was it!  Thank you!