When you signed up to use Quickbase, you created a Billing Account. A billing account belongs to one contact, which is tracked using that person's email address. Within your account, you can create multiple applications. Individuals who manage those applications can invite many other users to share access to these applications, and therefore, to your account.
The person who creates the account becomes the Billing Account administrator for the account, and can even create other administrators, if necessary. Billing Account administrators are responsible for managing applications that make up the account, as well as high-level permissions for application creation and denial of account access.
Quickbase provides a central location to handle all these responsibilities, the Manage Billing Account page. To access this page, select Manage billing account from the user drop-down on the top right-hand side of page.
Note: Only account admins see this link.
New to Quickbase? If so, read this introduction that explains what you're paying for and how to set up your account.
Using Pipelines? See Billing in Pipelines help.
User management and administration
Even though you created the account and are presumably in charge, you don't have as much power over users as you may expect. This is so Application Managers can have complete control over their applications. Only they can add users and set access rights (view, modify, etc...) to run their applications without interference. Billing Account Administrators do have some control, however. From the Manage Billing Account page, you can:
- View all users with access to the account. To do so within the Manage Billing Account page, click Users with Access. A list appears, which includes any users that your application managers have added.
- Provision Users. While a user won't join your account until an Application Manager adds that individual to an application, you can do some preliminary setup. As an Account Administrator, you can add users to groups—even users who have yet to register in Quickbase (i.e., provisional users). Once an Application Manager invites the user to share an application, that user will automatically belong to whatever groups you assigned.
- Grant users the power to create applications.
- Remove users from the account.
- Export user information.
- Advanced user management.
Account administrators are responsible for managing the applications in their account. An account administrator may perform any of the following tasks, if necessary:
- Delete applications created by users in your account.
- Transfer the ownership of any application in the account.
- Prevent account users from granting application access to "Everyone on the Internet."
Billing account management
Administrators will also perform the following account management tasks:
- Keep the billing information up-to-date.
- View billing history and print receipts.
- Monitor usage to ensure that your account does not exceed the usage limits of your service plan.
- Upgrade or downgrade your service plan, as appropriate.
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