Run 7 → Share Resources

Introduction

Welcome SwitchBase Admins!

Time to hit your personal Test Track SandBox, where you can explore venue design.

As a Test Track Super Admin, you'll have every SwitchBase privilege needed to define Resources, deliniate Groups, invite Users, create and share Forms, Chats, and Dashboards.

This is your space to experiment, build out scenarios, and test use cases before transporting your ideas to your professional Organization.

1. Read About → Groups, Users & Org Resources

Start by reading this key Help Center article → Groups, Users & Resources (6 min)

2. Read About → Permission Levels

  • To preserve security, each Group of Users is given a controlled access level (aka. Permission) based on their needs
  • Unravel permissions by reviewing → Five General Permission Levels in the Groups, User & Resources article (1 min)

Find & Share Resources

IMPORTANT NOTE: If you received your Test Track Sandbox before November 1, 2026, email Karl@switchbase.com and we'll update you to our new Test Track Simulation.

3. Share your Hidden Resources with Yourself

  • If necessary, Accept and open your Test Track organization → Hint ✋

Identify your Roles

As a Super Admin inside your Test Track simulation, you have all the controls you need to Create, Assign, and Modify every resource (ex. Forms, Dashboards, Groups, Channels, etc.)

To see what Roles are currently available to Resource Creators inside your Test Track:

  1. Select Roles in your Test Track Simulation

As a Super Admin you’re ready to take command your Test Track Resources.

Start by Sharing the Forms

Let's jump over to your Org Resources to see what's currently hidden in your Test Track organization already!

  1. Select Org Resources in your Test Track Simulation

  2. Click the expanding > icon next to a targeted Form

  3. Click the Share icons for each Form → one by one

  4. Select yourself and any other Users or Groups you wish to add to the existing Form → ex. Echo and Guest Services

  5. Give yourself the required access to do your job → ex. Form Editor will allow you to alter and update a Form

    • Give other Users and Groups an appropriate permission level → ex. usually Data Contributor

  6. Click Forms again to see your newly revealed Forms!

Next, Share your Dashboards

  1. Repeat the steps above, only this time, Share the existing Dashboards with yourself and others

  2. Give yourself the proper access to do your job → ex. Dashboard Editor will allow you to alter and update a Form

    • Give other Users and Groups an appropriate permission level → ex. usually Viewer

Finally, Make Yourself Owner of your Groups

  1. Once again, repeat the steps above → only this time, make yourself the Owner of each Group

  • Ownership gives you all the permisison you need to add users and to modify the Resources assigned to the group

5. Don't Forget to Share with Karl!

  • To be reviewed for Certification, we need to see your Test Track Organization

    • Please Share all of your Resources with Karl (karl@switchbase.com)

    • This is an example where you will share Resources with an individual User outside of a defined Group

    • Consult the helpful Share Resources Index in the Help Center if needed

  • Please elevate Karl to an Access Manager or Data Contributor for your various Resources

  • And add Karl to any Group Channels and Chats that you set up

    • Thanks in advance!

Extra credit: Read All About Creating Forms from Scratch

Start by reading: