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QuickBase: The Missing Manual by Nancy Conner

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Chapter 8. Managing Applications

Creating an application is only half the battle—and way less than half the fun. Once you’ve set up your QuickBase application, it’s time to put it to work for you. And no matter how brilliantly you designed your design, as you start using QuickBase in your day-to-day workflow, you’ll probably want to tweak things a bit. This chapter covers the ins and outs of managing a QuickBase application: customizing your Dashboard, sharing your application with your team, adding a new field (or a whole new table)—and more.

The Administrator’s Dashboard

Just as its name suggests, the Dashboard is an application’s control center. It’s the first page you see when you open an application, and it puts all the controls and at-a-glance information you need in one place. From it, you can search, add records, create or look at reports, pick a table in a multi-table application, and more. As an administrator, you’ve got a few more things you can do with the Dashboard. As Figure 8-1 shows, some extra links and menu options appear on an administrator’s Dashboard page (compare this figure with Figure 1-12 to get a sense of the difference).

When you’re an application’s administrator, you can customize the Dashboard for yourself or for different roles within the application. Click the right-hand Customize this Page link (circled) to set up your own Dashboard page just the way you want it. You can also create, view, and edit specialized Dashboards and assign them to different roles (more on that in the next chapter). The menu bar’s Customize and Share menus give administrators some extra options that end-users don’t have: tweaking the application as a whole, its tables, or its roles; inviting users; and creating and assigning roles.
Figure 8-1. When you’re an application’s administrator, you can customize the Dashboard for yourself or for different roles within the application. Click the right-hand Customize this Page link (circled) to set up your own Dashboard page just ...

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