Beta
This is a beta feature, which means we’re still developing it. Some functionality might change.
This article explains how permissions in FastField relate and map to permissions in Quickbase. This functionality is only possible when Quickbase and FastField accounts are connected.
In this article
How to grant FastField access to a Quickbase user
Grant FastField access to a Quickbase user either:
- In Quickbase (in the Admin Console)
- In FastField (on the My Users page)
In Quickbase
In the Quickbase Admin Console on the Permissions page, select who can access FastField from Quickbase. Like other permissions in Quickbase you can either allow all users with permission to create apps or select specific users.
When someone has permission to FastField, they have access to buttons on the My Apps page and the Forms page to open FastField.
Users who are granted FastField access from QuickBase have one of three roles by default:
Quickbase role | FastField default role | FastField permissions |
Account or Realm Admin |
Administrator |
|
Any role with permission to create apps but not an Admin | Builder |
|
All other roles | Collector |
|
To give permission to a specific user:
- In Quickbase, open the Admin Console and go to Permissions.
- Under Permitted users and groups, add the user.
This adds them to the table at the end of the page. - Turn on the FastField access toggle.
This gives them permission to see the buttons and access FastField.
Permitted users can then access FastField different ways:
- Select Open FastField on the My Apps page in Quickbase.
Users must do this when accessing FastField for the first time. - Select Log in with Quickbase when logging in to the FastField app.
The Log in with Quickbase option will not work unless users have first used the Open FastField option.
In FastField
- In FastField, go to Team > My Users and select + New User.
- On the General tab, enter the user’s Quickbase email address, First Name, and Last Name. Set the Enabled toggle to ON.
- Go to the Roles tab and toggle on the roles to assign to the user. You can also assign the user to a Form Library or User Group from this screen.
- Select Save to add the user.
If an email address is not associated with an existing Quickbase user, the user is invited to create a Quickbase user and set a password. These are the credentials they use to log in to FastField. Quickbase users created this way will not count as a billable user unless they get invited to an app.
Adding users in FastField does not add them to the Permissions table in Quickbase.
FastField roles and how to set them
When a Quickbase user is granted access to FastField from within Quickbase, they are assigned a specific role by default: Administrator, Builder, or Collector. To set a user to any other role, go to the My Users page in FastField.
The following table explains FastField roles, their permissions, and how to grant that role to a Quickbase user.
Role | Permissions | How to grant to a Quickbase user |
Builder |
|
|
Collector |
|
|
Analyst |
|
|
Dispatcher |
|
|
Viewer |
|
|
List Editor |
|
|
Librarian |
|
|
Administrator |
|
|
Revoke FastField permissions
Revoking FastField permissions for users who have accessed FastField at least once can only be done in FastField. To do this:
- Open the FastField Portal.
- Go to Team > My Users.
- Use the Actions button to delete or disable a user.
Toggling off a user's access to FastField on the Quickbase Permissions page does not revoke their access to the FastField Portal. As long as they are set as active in the FastField Portal, they'll continue to be able to access FastField.