Access to this feature can change based on your Quickbase plan. Learn more about feature availability and plans in Quickbase Plans and Pricing.
Data classification is defined as a process for labeling and grouping data. Classifying data into appropriate categories can be used as a key practice for risk mitigation and an effective information governance and compliance strategy, easily letting customers know where sensitive information exists in your Quickbase apps. As a realm admin, you have the ability to customize your data classifications list to appropriately label the types of data you have across your Quickbase apps. Your users and builders will have the ability to see the data labels and associated descriptions when they access any classified app. See Quickbase Plans and Pricing to check if your account will have Data Classification feature access.
We recommend you modify the pre-set list and customize these labels as you see fit. Your labels will depend on your industry and data stored in Quickbase. By default, apps will not be labeled with any classification until modified by the realm admin. Admins can categorize apps by data type and level of security necessary inside of Quickbase Admin Console.
Turn on realm level data classification:
Only realm admins can turn on data classification.
Note: This is only available on certain plans. See Quickbase Plans and Pricing to check if your account will have Data Classification feature access.
On the My apps page, go to your Admin Console.
Select the Policies tab, if you are using the original experience, or the Policies option on the left in the new viewing experience.
Scroll to the bottom and in the Data Classification section, check the box for Display data classification label for apps. It is now immediately available to use.
Classifying and describing your data
With the option for Data Classification turned on in the previous steps, you can immediately start to create classifications that fit your needs.
Click on the Add classification button and fill in the Name (required) and description.
Click the Create Classification button and you will be brought back to the Policies page. Simply click the Add classification button again to continue adding more classifications.
Note: We recommend that the descriptions include instructions to users and builders about the type of data and what the label means. Builders and users will see both the data label and the description when they access the app.
When you are done adding, click Save.
Assigning data classification to apps
Not all apps need to be tagged with a data label and those apps that don't can use the BLANK (no label) option and nothing will appear for the builders and users when they access the app.
While on the Policies tab in the Admin Console, select Apps.
In the columns of your app, you will now have a column for Data Classification with a drop down.
Select from the drop down, select the appropriate classification and you're done.
Go back to your app and you should see a new icon on the right with the classification you selected.
Additional data controls
App managers can also turn on additional settings to help protect data. Learn more in the Protecting data help article.