Recent Discussions
Schedule a meeting with Josh Miller to check out his Governance Starter Pack Apps!
Hi Realm Admin folks! Josh Miller, our residence Governance Expert at Quickbase, is looking for volunteers, who is interested in checking out his starter pack Governance Apps that will be launched in the Exchange soon. Some folks asked what these apps are all about. Here's a description: Governance Starter Pack is three apps: Admin Console Sync Hub - a repository for your Admin Console Sync Tables Realm Insights - where you manage information and make decisions for different aspects of the Realm Realm Logger - where you log changes, additions, and deletions regarding attributes in the Realm (think deleted apps, permission changes for users, etc.) These help you govern your realm at a very foundational level (first version will come with Users, Apps, and User Access tables) and gives you a base to expand upon as you scale your governance. *This could take an end user around an hour to three hours to set up. He is working to drastically reduce the development time and that is where he needs your help. Second is an app called Group Configuration. This allows you to manage your groups by creating reports that keep the groups up to date. Example: a user has a report of all active managers. The filter is Employee Status is equal to active. This report is assigned to a group. Once a day this report will update and will not include employees that move to terminated status. This app will log the additions and deletions and make sure the group is updated on a dailybasis. Josh Miller would like to these by some folks to see if it resonates and if so, what improvements can he can make before deploying to the exchange. If you are interested in checking out what Josh is cooking up, please book a 30 minute meeting with him here. ------------------------------ Esther LaVielle ------------------------------Realm Admin Post-Meeting Recap and Notes for February 2024
Hello! Thanks for joining us at Realm Admin Customer Network Qrew session today where Jim Harrison from Harder Mechanical showed us how he manages user access. In a nutshell, to provision access for SSO users, Jim does it using Postman, JSON API, and the Quickbase user ID that you can leverage via the admin console table. No need to put in a tech support ticket to approve or deny access. Very empowering! If you have any questions or comments about today's use case, let us know or feel free to post it in the Realm Admin discussion page for everyone to review and comment on. Links shared by Jim during the presentation: Quickbase JSON RESTful API Link to the recording Password: Quickbaserealmadminfeb We got feedback from the group that "Groups" data would like to include "Last Access" to be more useful. It's been reported in the Feedback to Product. If this would help you as well, we encourage you to login and upvote it by click on this link. Finally, if you'd like to present a topic or suggest topic idea for Empower 2024 happening on May 8 th , 2024, you can sign up to be a Qrew Champion and then complete the challenge to be an Empower speaker here Thank you and we look forward to seeing you at our next Realm Admin meeting on Wednesday, March 13 th at 12pm EST. ------------------------------ Esther LaVielle ------------------------------
January 2024 Realm Admin Meeting Notes & Follow-up
Thank you so much for joining us on the Realm Admin Customer Network Qrew meeting on January 10, 2024. We were joined by Ventsislav Tasev, a Group Product Manager at Quickbase. Ventsi shared some very useful information about the Quickbase Admin Console Connected Sync Tables. He reviewed what they are, why they are useful, some uses for the Connected Sync tables, and also the updates that have been made to them over the past couple months. Ventsi also answered several questions that were brought up around the topic. Please find this information in the attached PDF of the presentation we covered on the call. Some useful help articles: QB connected tables in general-https://helpv2.quickbase.com/hc/en-us/articles/4570308461716-Creating-connected-tables connecting specifically to the admin console -https://helpv2.quickbase.com/hc/en-us/articles/4570424924052-Connecting-to-Quickbase-Admin-Console- Two blog posts on the topic a bit outdated but still with useful information. We are preparing a new and more comprehensive one that should go out in the upcoming weeks: https://community.quickbase.com/blogs/brian-cafferelli1/2019/10/08/easier-account-management-using-qb-sync https://community.quickbase.com/blogs/brian-cafferelli1/2020/01/24/chargeback-management-for-quick-base-has-arrived The link to our PA reads API -Quickbase API Portal The recording of the meeting can be foundHERE. If you have additional feedback or questions, let's continue that conversation here in the community! If you prefer, you can reach out to Ventsi directly at vtasev@quickbase.com If anyone would like to share out a use case their organization has found helpful, please reach out to me. You can use the community here, or I am also available by email:jenrichardson@quickbase.com Thanks again! Jenn ------------------------------ Jennifer Richardson ------------------------------October 2023 Realm Admin Meeting Notes & Follow-up
Thank you so much for joining us on the Realm Admin Customer Network Qrew meeting on October 11, 2023. We were joined by Quickbase customer, Tammie King of Mintz, who is an amazing Quickbase advocate. Tammie demoed a use case that showed how her organization gets apps from request to completion in an organized manner. My favorite part of her demo was when she showed buttons she created that only show depending on what distribution list her users are on. A slick, clean way of organizing things further! Thank you, Tammie, for your great presentation! Attached are the slides from the meeting. The recording can be foundHERE usingPasscode: CsNv@g6g If you have additional feedback or questions, let's continue that conversation here in the community! If anyone would like to share out a use case their organization has found helpful, please reach out to me. You can use the community here, or I am also available by email:jenrichardson@quickbase.com Thanks again! Jenn ------------------------------ Jenn Richardson ------------------------------September 2023 Realm Admin Meeting Notes & Follow-up
Thank you so much for joining us on the Realm Admin Qrew meeting on September 13, 2023. We were joined by Quickbase's Lisa Sawyer, Senior Manager of User Research, and Josh Miller, Manager of Innovation and Strategy, who helped guide the discussion around questions we asked regarding feedback about specific topics including: Managing Quickbase realms Pain points with administering Quickbase Quickbase and IT within your organization And other valuable information. We also discussed how Quickbase is offering an incentive program for sharing your insights about the platform. Your feedback helps others pick the right solution for them based on real user experiences. We are sending Amazon Gift cards for $25 to anyone who submits a detailed, balanced, and complete review to the site. This offer will run from now until September 30th, so don't miss out on that Amazon card while sharing your insights! Click here to add your review now! Attached are the slides form the meeting. The recording can can be found HERE using passcode: 2u4fy*0f If you have additional feedback or questions, let's continue that conversation here in the community! I am also available by email: jenrichardson@quickbase.com Thanks again! ------------------------------ Jenn Richardson ------------------------------You've Been Hit By a Bus - A Change Management Discussion
You've been hit by a bus. Bad news. The good news is you're alive. But you're not going to be able to work for a while, and your account needs a Realm Admin. Do you have everything you need to make a quick change management move within your account? What are the resources your replacement would need, where is all the key info for your account stored? Think about the connections, the syncs, the audit logs, the entitlement tracking, is anything being stored outside Quickbase? Share what you do below! ------------------------------ Ben Simon bsimon@quickbase.com Do you have Feedback on how to make Qrew Discussions a better experience? Let's chat! https://calendly.com/bsimon-2 ------------------------------Travel Back in Time...
And share a tip with yourself on your first day of being a Realm Admin. What's something you wish you could tell your previous self that would have saved you hours, days, (hopefully not weeks or months but you get the picture), a tip in governing a Quickbase realm? ------------------------------ Ben Simon bsimon@quickbase.com Do you have Feedback on how to make Qrew Discussions a better experience? Let's chat! https://calendly.com/bsimon-2 ------------------------------Magic Wand
You have a magic wand. It's a very specific magic wand, however. The only power the magic wand has is to magically create new governance features in Quickbase. Fortunately, you are a Quickbase realm admin. So this highly granular magic wand is exactly what you need. What's the one feature you are wishing comes true with this wand? ------------------------------ Ben Simon bsimon@quickbase.com Do you have Feedback on how to make Qrew Discussions a better experience? Let's chat! https://calendly.com/bsimon-2 ------------------------------
