Account summary page

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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. 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.

    2. Open the global navigation menu and select Admin Console.

  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 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

Open the More menu (3-dot button) and select Edit account properties

Provision users

Open the More menu (3-dot button) and select Provision users

Add users to groups

Open the More menu (3-dot button) and select Add users to groups

Email 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

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 billing contacts)

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.

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.