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The Typical User Management Cycle

After creating your application, tables and fields, and before inviting users to your application, you need to figure out what your system of roles should look like: what tables or fields should be accessed by which role, and what degree of access. All of this is done within Intuit QuickBase directly. The online help can lead you through the process.

After you finish setting up roles in the UI, you can add users to the roles and then invite them to your application using API calls.

Here is the typical user management cycle

 

1.
I want to give you access to my application, so I first assign you an access role.
 

2.
I invite you to my application via an email.
 

3.
At some point, I may wish to change or expand your roles (e.g., a support rep could move to a sales rep role), or I may want to suspend or remove you from access roles altogether.

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