My
QuickBase PageMy QuickBase is the first page you see when you sign in. This page displays all the applications you have accessed and whatever reports are most important to you. From My QuickBase you also control your user account, and if you're an account administrator, your billing account too, set personal display preferences and see message alerts from the program. In short, this screen is your center of operations for all things QuickBase.
Tip: Because you'll be returning to the My QuickBase page again and again, the program makes getting here a snap. From anywhere within QuickBase, you can return to this page in a single click. The upper right corner of every screen features an orange My QuickBase button. Click it to return to your "home base"—My QuickBase.
My
QuickBase Page
What you can do from the My QuickBase page
My QuickBase is your jumping-off point for many tasks. From here you can:
Find applications. View all the applications you've accessed and organize them for ease of use (see Organizing Your Applications below). You can also search for a specific application.
Create a new application. Click the Add a New Application button above your applications list. (Read more.) If you click this button, and QuickBase tells you that you don't have the ability to create an application, you can ask your Billing Account Administrator to grant you permission.
Open an application. Click the name of any application in your list to display that application's Dashboard page.
Change your user profile. To the left of the My QuickBase button, click your name and choose Edit User Profile to access controls that let you change your password and security question, set display preferences, and create additional user accounts.
View your groups. To the left of the My QuickBase button, click your name and choose Edit User Profile to view a list of groups to which you belong.
Manage your billing account. If you're a Billing Account Administrator (or if you've been granted support-level administration rights), click the Manage your billing account link to see all applications and users in your account. You can also monitor your usage, and keep your billing information up-to-date. (Read more.)
Check for updates. See which applications have been updated by looking for new flags (see Icons and their Meaning below).
QuickBase offers two styles in which to display your Application List:
Details Display lists your applications in a table format and supplies additional information about each application, like who manages it and when you last accessed the application. This view also provides access to other display settings. If you want to add or assign categories, for example, you need to do so from Details Display.
Icons Display is a picture lover's dream. In this mode, QuickBase displays each application as an icon. Click any icon to open the application. Since, this view strips out extra information, features available in Detailed Display, like category assignment are not available from Icon Display. To set these options, switch to Detailed Display.
My QuickBase Page - Icons Display
To switch between these two views, go to the menu above the application list. Click Display and select Icons or Details.
As the number of applications you access grows, you may find it more and more difficult to locate a specific application within your ever-expanding list. To make this task easier, QuickBase gives you a few tools to help organize the list:
Categorize applications. You can classify applications of like types together within a category. You create and name each category yourself and then assign these categories to your applications. Once you do so, you can sort your application list by category. You can also choose to display only applications that belong to a certain category. Categories are personal settings. In other words, the categories you assign won't appear to other users. They show up only on your My QuickBase page.
Sort by column heading. When you first visit the My QuickBase page, applications are sorted by Last Visited date, with the most recent appearing at the top of the list. (This is the default setting.) You can easily change the list to sort on any column you want. To do so, your list must appear in "Detailed Display". Then you can click the column heading you want to sort on. For example, click the top of the "Name" column and QuickBase lists applications alphabetically by name. You can sort on name, manager, the date last visited, or category.
You can also pare down your Applications list by removing obsolete applications. To add an application back to your Applications List once you have removed it, you must search for the application and then open it.
to the right of an application
name indicates that everyone on the Internet can access an application.
(Read more.)
indicates that an application
has been modified or new entries have been added to an application
since you last cleared () flags. Read how and why to clear flags.