---
title: "Account summary page"
slug: "account-summary-page-beta-guide"
updated: 2026-04-27T19:41:04Z
published: 2026-04-27T19:41:04Z
canonical: "help.quickbase.com/account-summary-page-beta-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account summary page

The account summary page provides an overview of your Quickbase account, along with links for administrative actions and resources. Use it to view account details, track plan usage, change your plan, edit billing information, and perform other account-related tasks.

This article gives an overview of the account summary page, and explains how admins can access and use it.

## Access the account summary page

The account summary page is available to realm admins in the [Admin Console](/v1/docs/admin-console-overview). To access it:

1. Go to the Admin Console through one of the following ways:
  1. Open the **Quickbase Admin** dropdown in the top right of the My Apps page and select **Manage the realm**. ![Screenshot of the Quickbase Admin dropdown in the top right of the My Apps page showing the Manage the realm option](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(60).png)
  2. Open the global navigation menu and select **Admin Console**. ![Screenshot of the global navigation menu showing the Admin Console option](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1759952960085.png)
2. Select **Account Summary** from the sidebar.

## Manage your account

The account summary page provides links to perform key administrative actions:

| **Action** | **Steps** |
| --- | --- |
| Upgrade, downgrade, or [cancel](/v1/docs/cancel-quickbase-service-for-your-account) your plan | Select the **Manage account** button |
| Convert your trial | Select the **Manage account** button |
| View invoice history | Open the **More** menu (3-dot button) and select **View invoice history** |
| Edit account properties (including account name, billing contact, timezone, and formatting defaults) | Open the **More** menu (3-dot button) and select **Edit account properties** |
| [Manage groups](/v1/docs/what-is-a-group) | Open the **More** menu (3-dot button) and select **Edit account properties** |
| [Provision users](/v1/docs/provision-new-users) | Open the **More** menu (3-dot button) and select **Provision users** |
| [Add users to groups](/v1/docs/add-a-member-to-a-group) | Open the **More** menu (3-dot button) and select **Add users to groups** |
| [Email users](/v1/docs/email-sets-of-users) | Open the **More** menu (3-dot button) and select **Email users** |
| Edit company name and email domain | Select your company name or email domain in the account overview section |
| [Add realm admins](/v1/docs/manage-user-accounts-and-roles#realm-admin-role) | In the account overview section, select the plus sign (+) under Realm admins |
| Edit billing information | Select the **Manage billing** button at the top of the page (only available to account admins) |
| Contact your account team | Go to the **Your Quickbase account team** section to reference and email your contacts (not shown on trial or builder program accounts) |

## Plan usage

The plan usage section shows key metrics related to your apps (like daily users and app space). Select the **View more details** button for a detailed report of each metric.

![Screenshot of the plan usage section showing metrics for daily users and app space](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1760029425176.png)

If you have purchased FastField and connected it with Quickbase, your total number of FastField users also displays in this section.

## Plan overview

The plan overview section gives basic details about your plan (like the type and term). It also lists some key features included in your plan to help make sure you're taking advantage of all that's available.

## Features to explore

This section shows tailored recommendations of features to help you make the most of Quickbase. It may recommend:

- A feature you haven't used yet (or much)
- A trial for an upgraded feature or integration
- A relevant beta opportunity

These recommendations update automatically based on your account's activity.