About the Manage Billing Account
Since a billing account can contain many applications and users, QuickBase
provides you with a central control page to track everything
that's going on. It's called the Manage Billing Account
To open the Manage Billing Account page:
Click My Apps on the App bar.
Under Account Admin on the right side of the My Apps page, click Manage account.
Or, click the user dropdown in the Global bar and choose Manage account.
Note: Only account admins will see these commands. If you do not see the command, you don't have permissions to manage the billing account.
The Manage Billing Account page contains a number of different tabs
that you can use to control various aspects of your account. To find out
what you can do with each of these, read their descriptions below.
Shows you the fundamental information
about your account and service plan. The Summary tab lets you
do the following:
plan details. The Account Info section shows
what plan you've chosen. To see details on the plan, click
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.
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
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 QuickBase 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 QuickBase
what email domains you own. When you own email addresses
that belong to your users, you can control their QuickBase user accounts,
deactivating and reactivating them at will (read
more). If you don't see your company's email domain listed
in the Company Info section, you can ask
QuickBase to add it (read more).
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.
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.)
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
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.
Contains a list of all the applications
in the account, and tells you everything you want to know about
them. From here you can:
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.
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.
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. QuickBase displays the list of members. The group manager(s)
appear as "Member/Manager" or "Manager only."
a new group.
If you are the manager of a group, or the group manager has
granted you managerial rights you can:
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:
Contains a list of users whose access
to applications in your account you've denied. From the Deny tab
See who's on your
Deny list. Anyone you've ever denied access to your
account appears listed here. Read more about the Deny
Add users to the Deny list.
Grant access to a
denied user. Reinstate a denied user's access at
any time. Read
Export a list of denied users. Read how.
Note: You can also
deny users access from the Users with Access
how.) Once you do so, they'll appear in list of denied users
on the Deny tab.
Contains a list of all the users
in your billing account and displays their status. From this tab
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
See what applications
a user can access. Locate the user you want to know
about and click the Apps link next to their
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.
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