There are multiple ways to add users to Quickbase, depending on your role:
- Realm admins can add users from the Users page in the Admin Console
- Realm admins and account admins can add users from the Account Summary page in the Admin Console
- App admins can add users by sharing an app
In this article
Add users to a realm in the admin console
Users page
Realm admins can add users from the Users page in the Admin Console. These users are added to the realm but won’t have access to any apps until they’re invited.
To add new users:
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Navigate to the Admin Console from the global navigation bar.
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Select Users.
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Click +New User to add a user.
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Enter the email address.
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Click Save.
Account Summary page
Realm and account admins can provision users from the Account Summary page in the Admin Console. These users are added to the realm but won’t have access to any apps until they’re invited.
To add new users:
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Navigate to the Admin Console from the global navigation bar.
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On the Account Summary page, select the More menu, then Provision Users.
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Enter the email address, name, and group for one or more users.
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Click Save.
Add users to an app
App admins can invite users by sharing an app from the Users page in the sidebar of an app. This action also adds the user to the realm, and they are listed on the Users page in the Admin Console.
To learn how, read Sharing apps with other users.
Restrict how new users are created and what apps they can access
Realm admins can control how new users are invited to apps and what they can access with these settings:
- Control new users security policy—Prevents app admins from inviting new users to apps. Learn more in the Security policies help article.
- Realm Approval setting—Allows app admins to invite new users to the realm, but restrict access to the apps they are invited to until approved. Added users are visible on the Users page in the Admin Console. Learn more in the Limit app access to approved users only help article.
Multi-account realms
If your realm setup includes multiple accounts:
- Users are added to the realm when added through any method.
- Users are granted permissions in the account where the Admin Console action took place or where the app is stored.
- Being added to the realm doesn't automatically add a user as a paid seat to all accounts. Paid seats are determined by the permissions granted in each individual account.