Documentation Index

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Admin console overview

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Use the Admin Console to manage all of your administrative functions in one place.

To access the Admin Console as a realm admin:

  1. Go to the My Apps page.

  2. Select Quickbase Admin > Manage the Realm.

To access the Admin Console as an account admin:

  1. Go to the My Apps page.

  2. Select Manage Billing Account from the top-right menu.

Note

Based on your access level as an account or realm admin, different links display in the navigation bar. For example, if you are an account admin but not a realm admin, the Account summary link displays but the Encryption or Realm summary links do not display.

Realm vs account

A realm is a logically segregated domain associated with an account. Each account can contain multiple apps, but pipelines are on a realm-level.

One company can have multiple realms. In special circumstances, a realm may contain multiple accounts. Having multiple accounts in a single realm is not suggested. Realms set up this way have additional product limitations.

Admin Console pages

In the Admin Console, admins have access to the different pages depending on their role.

Realm admins

Realm admins have the ability to manage the entire realm—including all accounts, users, security settings, and platform-level configurations. Pages available to them in the Admin Console include:

  • Realm summary: View realm information such as basic properties, account(s), and a list of realm admins.

  • Audit logs: View and download audit logs to gain greater visibility into how users access their apps.

  • Platform analytics: View how your account is using Quickbase by looking at summaries of key contractual and usage metrics, with the ability to drill down to investigate trends.

  • UI: Customize and brand the user interface for all your apps with a custom header, footer, and sign-in message.

  • AI Controls: Decide which AI features are available across the entire realm. Account admins can use the Permissions page to decide which users can access those features.

  • User tokens: View, search, and export a list of all user tokens.

  • SAML Authentication and Authentication: Configure SAML and SAML authentication in Quickbase.

  • Policies: View and manage policies, including: password, sign-in, IP address filter and approve list, and security policies.

  • Users: Add, deny, and manage all of the users and their approval status in a realm.

  • SuperUsers: Set super users to have unrestricted access to all your apps and data.

  • Encryption: View your encryption key history (if realm-specific encryption keys are enabled) .

Account admins

Account admins have the ability to manage their specific account—including apps, users, groups, permissions, and account-level settings. Pages available to them in the Admin Console include:

  • Account summary: View and edit your account, service plan, realm, and company information.

  • Platform analytics: View how your account is using Quickbase by looking at summaries of key contractual and usage metrics, with the ability to drill down to investigate trends.

  • Apps: View a list of apps in your account, as well as related app information (like users, size, manager, date created, and recent activity).

  • Permissions: View and manage account-level permissions, including the ability to create apps. The default is to allow anyone to create apps. However, you can select Specify who can create applications to limit access to specific employees.

  • AI Controls: View which AI features are available for your realm (set by the realm admin). Then, use the Permissions page to decide which users can access those features.

  • Users: Add, deny, and manage all of the users and their approval status in the account.

  • Groups: View a list of groups in your account, such as: group name, description, and members. Access links to create a new group, provision new users, and add users to groups.