Get Started without Getting Overwhelmed
As an account admin, you should receive a series of three onboarding email over your first two weeks, but in case you want to see what will be sent, reference past emails, or share them with a colleague, this page has each of those emails for your convenience.
1st Email:
Welcome to the Quickbase Family!
Hi There,
You've joined a community, thousands of people strong, with a shared mission to overcome disjointed systems and manual processes, the world of gray work.
As Quickbase's CEO, I want to give you a warm welcome and help you jumpstart your journey. Please take two minutes to watch the video below for tips on how to get started.
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Over the coming days, our team will share many helpful resources in calls and emails. In the meantime, I recommend three things to all new customers:
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Take our Quickstart Course to learn the basics and explore the other training available on Quickbase University.
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Join our community, The Qrew, to connect with and learn from others like you.
- Ask your burning questions! Open a case with our Technical Support team if you need help, or Join our live Office Hours to connect with a Quickbase pro who can help you with your app building questions.
Thank you again for choosing Quickbase to help solve your business challenges. I can't wait to see the amazing solutions you'll build.
Sincerely,
Ed Jennings
Quickbase CEO
2nd Email:
Get Started without Getting Overwhelmed
Hi there,
Getting started on a new platform can feel intimidating. We want to help you take it one step at a time. Over the next few weeks, we’ll be sharing guidance on how to get oriented as a Quickbase admin and set up your account for success.
You’ll hear from us on how to:
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Set up your admin team and manage users
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Configure important account settings
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Build and deploy new Quickbase apps
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Keep a pulse on your Quickbase account activity
As you get comfortable using Quickbase you are going to have questions, and we’re here to answer them. You can get help by opening a case with our Technical Support team if you need help or get advice from a Quickbase pro at our Office Hours.
Sincerely,
The Quickbase Team
3rd Email:
How to set up your admin team and manage users
Hi there,
Quickbase is now your platform for turning fragmented work into one efficient ecosystem. As an admin for your Quickbase account, you have the power to bring your team together and manage the users who access your account. While you're getting familiar with Quickbase you should start setting up your admin team, those who will support you and your users.
We recommend you:
- Bookmark your Admin Console - This is where you’ll go to get an overview of your account, manage users, and set up your account policies.
- Get familiar with your Admin Console – This will be your admin command center, and these help docs cover the information and settings you can access.
- Create your admin team – This team will support your success and be there to help cover your admin duties during vacations and sick time. We recommend having.
a. At least two account admins with full management and billing permissions.
b. At least three app admins, also known as builders or app managers. - Invite your team to your apps - When you are ready to share your apps with your team, inviting them to the app is is the easiest way to get them using the app and sharing their feedback.
- Learn how to manage users – View and manage all your account’s users here.
Creating your admin team and helping them get familiar with these admin abilities will help you feel confident building apps and bringing the rest of your team to Quickbase.
Sincerely,
The Quickbase Team
4th Email:
Configure your important account settings
Hi there,
Your Quickbase account has important settings you may not know about yet. As you build and deploy apps to your company, getting ahead and configuring key settings now will help you avoid hiccups down the road. A quick review of the account setting checklist below will have your account ready to go.
Account Configuration
- Set your account’s default time zone
- Set your account’s currency
- Confirm you have the right billing contact
- Update your Account Name
Realm Name
We recommend customers update their realm name to fit their business. Your realm name is what appears at the start of the account URL and most prefer it to read mycompanyname.quickbase.com. If your realm name isn’t right, open a support case with our Technical Support team.
These settings will help to make sure your account is set up to match your business’ needs while you are getting started.
Sincerely,
The Quickbase Team
