Access to this feature can change based on your Quickbase plan. Learn more about feature availability and plans in Quickbase capabilities.
As a Quickbase realm admin, you:
Designate Quickbase administrative roles
You can assign and define administrative roles. After defining the roles, you can then determine which apps and data each role will be able to control access to. Quickbase provides several built-in administrative roles with various capabilities. The most important administrative roles are:
Note: Before a user can be granted an admin role, they must first be added to the realm. To learn more about adding users to a realm, see the Adding users to a realm help article.
Realm admin role
When assigning a realm admin, choose someone who is both trustworthy and experienced with Quickbase. We recommend designating a back-up realm admin to ensure continuity.
The realm admin role is similar to that of a Microsoft Windows domain administrator. Realm admins can configure global settings and control users across different applications and accounts; however, realm admins have no default access to apps or data.
To add additional realm admins, or remove existing admins, an existing realm admin must create and submit a support ticket with Quickbase Technical Support.
Learn more about how to change admins if your realm admin isn't available.
App creator role
After you work with Technical Support to designate a realm admin, the realm admin can define app creator roles. To create an app creator role, you assign account permissions to users or groups to create apps within their realm. App creators can create, upload, and provision access to the apps.
To define app creator roles:
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As the realm admin, access the Admin Console in the global navigation menu.
- Select Permissions from the Admin Console menu.
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Select All users can create apps to assign all users and groups to create applications. You can also select an individual user or group to specifically allow access to create applications and manage accounts.
Note: The ability to create apps is not governed by any of the permissions you set up in roles. Permissions assigned to roles are specific to the app. Therefore, you cannot give someone the permissions required to create apps using a role.
Leverage role-based access control
To set up role-base access, you create and manage groups. A group is a collection of registered Quickbase users to which you give a name that enables you to manage your account or app efficiently. You should create groups that represent functions or departments in your organization.
As a realm admin, create a group for role-base access:
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Access the Admin Console from the global navigation menu.
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Select Groups on the left side of page.
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Create groups for the departments in your organization. By using groups to control access to your account and apps within it, you can automatically remove a user’s application access or deny a user. By assigning a role to an entire group, whatever restrictions come with the role, will then apply to each member of the group.
Note: Only users who can create applications can create a group.
Manage users and groups in IdM using SCIM
Quickbase supports the standard System for Cross-domain Identity Management (SCIM) specification, which allows you to configure and automate user provisioning via identity management (IdM) solutions.
Quickbase supports integration with the following IdM providers:
For other IdM integrations, Quickbase provides SCIM-compliant API endpoints. Quickbase supports creating, reading, updating and deleting (CRUD) users via GET, POST, PUT, and DELETE methods. For details, read Using API endpoints for SCIM provisioning in the Quickbase API Guide.