About the Account Summary Page

You can track and manage your billing account on the Account Summary page of the Admin Console. Manage Billing Account page.

To open the Account Summary page:
  1. Select Manage billing account from the user drop-down on the top right-hand side of the page.

Note: Only account admins will see this link

The Account Summary page contains a number of different tabs (or sections if you are using the new experience) that you can use to control various aspects of your account.

Tab/Section

Description

Summary

Shows you the fundamental information about your account and service plan. The Summary tab lets you do the following:

  • View your plan details. The Account Info section shows what plan you've chosen. To see details on the plan, click its name.

  • View the default currency, number, and date settings for the account, under Formatting in the Account Info section. Click Edit Account Properties on the left to change these settings.

  • Change your plan. Time to upgrade? You can change your service plan online. To do so, click the Change plan link on the left side of the Summary tab (read further instructions).

  • Change your billing information.  New credit card number or expiration date?  You can update your billing information online.  To do so, click the Edit Billing Information link on the left side of the Summary tab (read further instructions).

  • View account usage. The right side of the Account Info section shows you how much of your allocated space and user allotment you're using. If you are nearing or have exceeded any of these limits, click the buy more link to upgrade your service plan (read more). Or, learn about ways to reduce your usage.

  • View details on your Company. The Company Info section at the bottom of the screen shows your company name and any email domains where Quick Base recognizes you as the owner.

  • Change the Company name. To change the name of your company, click it, then click Edit Company Name and make the desired changes.

  • View or tell Quick Base what email domains you own. When you own email addresses that belong to your users, you can control their Quick Base user accounts (read more). If you don't see your company's email domain listed in the Company Info section, you can ask Quick Base to add it (read more).

  • View details about your Account Team, including the contact info for your Account Executive, Customer Service Manager, and Orientation Manager, as well as some training links.

  • Change the primary contact's email address. If your email address has changed, or there's somebody new in charge, click the Edit Account Properties link on the left side of the screen and enter the change into the Billing Contact Email Address field.

  • Email users. You can download a list of users associated with your account and paste the list into your email program. Read how.

  • Control whether applications can be opened to the Internet. You can let your application managers share their applications with everyone on the Internet or you can prohibit them from making applications public in the this way. (Read more.)

  • Prevent app admins from testing an app as a specific user. You can prevent app admins from testing apps as a specific user. App admins can test as any user who has access to the app, with the exception of app managers and users who are also account admins. (Read more.)

  • Change your account's time zone. If you click the Edit Account Properties link on the left side of the screen, you can change your time zone. (Read how.)

  • Change the formatting defaults for currency symbols, numbers, and dates for your account. If you click the Edit Account Properties link on the left side of the screen, you can change these defaults.

  • Require users to answer security question during password reset. The setting is off by default. Click the Edit Account Properties link on the left side of the screen, and select the checkbox to enable it.

Apps

Contains a list of all the applications in the account, and tells you everything you want to know about them. From here you can:

  • View application usage. Is one of your application managers using up all your space? Confirm all your suspicions here on the Apps tab. Each application appears listed along with its usage statistics. Also view the space and file attachment space each application takes up and see who the manager is. If you need to delete file attachments to reclaim space, see Managing an application's file attachments.

  • Delete an application. To delete an application from your account, locate the application in the list and, in the far left column, turn on the checkbox. Do so for each application you'd like to delete and click the Delete Selected button on the right side of the list. Follow the prompts to complete the deletion.

  • Transfer an application. If an application needs a new manager, or owner, or both, click it in the Apps tab, then click Transfer App and follow the prompts.

  • Export the list. Do you have a lot of applications? Would you like to export all the information on the Apps tab to a CSV file? Just click Save as a spreadsheet on the right side of the list.

Groups

Contains a list of all the groups created by account users, and displays information about the number of users in each group. From the Groups tab you can:

  • View all groups with access to one or more applications in your account. This tab lists all groups that were created by application managers in your account.

  • View group members and managers. To view details on a group, click its name. Quick Base displays the list of members. The group manager(s) appear as "Member/Manager" or "Manager only."

  • Create a new group.

If you are the manager of a group, or the group manager has granted you managerial rights you can:

Permissions

Contains a list of users to whom you've granted special permission to create and manage applications in your account or to assist you with account management tasks. From the Permissions tab you can:

Deny

Contains a list of users whose access to applications in your account you've denied. From the Deny tab you can:

  • See who's on your Deny list. Anyone you've ever denied access to your account appears listed here. Read more about the Deny tab.

  • Add users to the Deny list.  Read how.

  • Grant access to a denied user. Reinstate a denied user's access at any time. Read how.

  • Export a list of denied users. Read how.

Note: You can also deny users access from the Users with Access tab. (Read how.) Once you do so, they'll appear in list of denied users on the Deny tab.

Users with Access

Contains a list of all the users in your billing account and displays their status. From this tab you can:

  • View details on all users with access to applications in your account. The Users with Access tab lists your users' names, user names, email addresses and user status.

  • See what applications a user can access. Locate the user you want to know about and click the Apps link next to their name.

  • Remove a user's access to your account. You can Deny a user access or, if you own his email address, deactivate a user. Read all about it.

  • Export a list of users with access. Read how.

 

Go back      |       |   

© 1999-2018  QuickBase, Inc.  All rights reserved.  Legal Notices.