Quickbase is a dynamic work management platform that helps you see, connect, and control your work processes.
Many different people at your organization may use Quickbase in different ways. This article covers the different types of Quickbase users and links to resources to get started using Quickbase.
In this article
Different types of Quickbase users
There are three types of Quickbase users.
- Account and realm admins make decisions about how Quickbase is used at their organization. They make decisions that impact billing and assign permissions for creating apps and integrations.
- App admins use Quickbase to create web apps that track their processes. They determine who should access their apps, and assign permissions to app users.
- App users interact with apps that admins build to complete their work. The actions they can take in the app are determined by app admins.
The type of Quickbase user you are determines how you'll get started using Quickbase. The following sections provide helpful links for each type of Quickbase user.
Get started as an account or realm admin
Account and realm admins manage how Quickbase is used at their organization. They handle account information, adding and provisioning users at the account level, and other security policies. This section provides helpful links for getting started managing your account.
View and edit account information
View and edit account information from the Account Summary page. To get there, select Admin Console in the global navigation menu.
Explore the Admin Console
Manage account information, users, permissions, and security policies from the Admin Console.
Learn more about each page in the Admin Console.
Add users to your account
Add users in the Users page of the Admin Console. After you have added users, you can use this page to see and control what apps they have access to.
You can also create groups at the account level to help you organize and manage users.
Grant permission to create apps and add account admins
Grant app building and admin permissions from the Permissions page in the Admin Console.
Get started as an app admin
App admins are users who have permission to build and create Quickbase apps. This section includes helpful links for getting started as an app admin.
Create an app
The most successful apps start with careful planning. Learn more about getting started planning and creating your app.
Share your app
App admins manage who can access their apps.
- Learn more in Share Quickbase apps with other people
They also control what data people can view in their apps by using roles and permissions.
- Learn more in Working with roles
- Learn more in Configure permissions for roles
As app admins share apps, they may want to create custom guides to help app users. Learn more in Creating guides for your apps.
App building resources
Quickbase apps are powerful. The best way to get familiar with all their capabilities is to explore our help resources:
- Quickbase help—online help guide with how-to articles, overview articles, and technical documentation. Quickbase help is also available from the question mark in the global bar.
- Quickbase university—courses, videos, and live-trainings
- Quickbase community—discussions and blog posts about how to build apps in Quickbase
- Quickbase office hours—webinar where you can ask Quickbase specialists app-related questions
- Quickbase technical support—submit cases and get help with issues you encounter
Get started as an app user
App users are people who use Quickbase apps to do their work. This section contains help links for getting oriented in Quickbase as an app user.