Accessing the Account Summary page

 

Full management account admins and support-level account admins can access the Account Summary page in the admin console.

Note: Only realm admins who are also account admins may access the Account Summary page.

Use one of these three ways to access the Account Summary page:

  • Click the arrow next to Hi, (your name)> Manage billing account.

  • In the Account Admin section on the My Apps page, click Manage my account.

  • From the My Apps page, click Quickbase Admin > Manage my account.

    • Note: If you are a realm admin as well as an account admin, the drop down under Quickbase Admin will read Manage the realm. It will take you to the admin console, but you will need to then click Account Summary to navigate to the Account Summary page.