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To customize Grid Edit by role, please see the Configure Grid Edit help topic.

November 9th, 2010 - 2:11 PM

An asterisk next to someone's name in the Users with Access list on the Manage Billing Account page means they have Full Management permissions on the Permissions tab of the Manage Billing Account page. To read more about the Manage Billing Account page, read here:
https://www.quickbase.com/help/default.html#about_the_workgroup_admin_pa...

February 5th, 2009 - 6:02 PM

First you'll need to add a Summary field on the Master table to count the number of related Detail records which are assigned to the current user:

1. Open the Master table, and click Settings.
2. Choose Table-to-table relationships and select the relationship with the Details table you're using to check the permissions.

February 5th, 2009 - 6:02 PM

There are two workarounds for this - depending upon what you want to do.

SCENARIO ONE: OR conditions are in the same field.

Say you want one person to see all records where the status is "on hold" OR is "Open." Tackle this within a single access rule. To do so, create a rule.

Within the first dropdown select the Status field.

In the second dropdown select "is".

February 5th, 2009 - 6:02 PM

The best way to create a user hierarchy in QuickBase is to have a table of users. The key field in this table should be a user field. For each level of the management hiearchy you add another user field to this table. So for example the first user field in this table would be called Sales Rep. If each sales rep has a manager then you would create another user field called Manager.

February 5th, 2009 - 6:02 PM

Access to a particular QuickBase application is controlled by anyone who has administrative privileges for that application. Permission for each user of an application can be set to permit: View, Modify, Add Record, Delete Record, Save Views, and Full Administrator. The message you are receiving indicates that you are attempting to perform an action that you don't have permission for.

February 5th, 2009 - 6:02 PM

When you edit a role, you can allow users in that role to change ownership of records in a particular table by placing a check mark in the column labeled "Edit Field Properties" for that table.

February 5th, 2009 - 6:02 PM
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