I have a list of customers with multiple sales people. I'd like each salesman to only have access to their customers. Can I do this with one app?

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Photo of Bill


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Posted 3 years ago

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QuickBase has very powerful Role Security that is the "trump card" over everything that a user can see and do.

The best way to set this up is to have a field on the sales rep table with their userid and bring that userid field into the Customer table.  Then also look that up down to the Orders table.

The for the Role Permissions setup, do a Custom rule for View to be

Where Rep Userid is the current user.

Definitely do not duplicate the app per sales rep as QuickBase can handle that kind of Role security easily.