Setting up restricted fields

Access to this feature can change based on your Quickbase plan. Learn more about feature availability and plans in Quickbase capabilities.

To restrict user access to a particular field in your application, you must first:

• Determine which roles limit the view and modify permissions for the fields.

• Determine which fields you want to limit for each role.

Once you're ready to rein in field access, Quickbase gives you two ways to do so:

To restrict access to one field:

If you're only restricting access to one field, this method is usually the easiest (though both will work).

1. Open the table you want from the Table bar, then click Settings in the Page bar.

2. Click Fields.

3. Click the field name to access a field's properties.

1. Click Advanced to expand the section.

2. In the Permissions section of the page, select the Restrict access by role checkbox.

   

3. Select one of the following access levels from the list for each role:

   • None

   • View

   • Modify

4. Click Save.

To restrict access to several fields:

1. Choose Users from the Table bar, then click Manage Roles on the Page bar.

2. Click the role whose access level you want to control.

1. Click the Permissions tab.

2. In the Fields column, click the arrow, then select Custom Access from the list.

   Quickbase displays a list fields.

3. If you have a large number of fields, you can search or filter fields to find the files that you want:

   • Type the name of the field in the Search by field label box to find the fields that you want.

   • Click the Show arrow, then select the type of fields that you want to select. Learn more about filtering and sorting fields.

     

4. Select the checkbox next to all the fields to which you want to give a particular access level, then click one of the following access levels in the toolbar above the table:

   • None

   • View

   • Modify

5. Click Save to save your changes.

Related topics:

• About Roles

• About field restrictions

• View a list of users who have access to restricted fields