If you are looking to login to your Quickbase Customer Portal, then you have come to the right place. In this article, we will show you how to login and use your customer portal.
How to Login to Quickbase
If you are not already logged in to your Quickbase account, follow these instructions to login:
1. Navigate to the Quickbase home page and click on the "Sign In" button in the top-right corner.
2. Enter your email address and password into the fields provided and click on the "Sign In" button.
3. If you have multiple accounts connected to Quickbase, you will be prompted to select which account to log in with. Once you have logged in, you will be taken to the "Your Accounts" page where you can view all of your accounts and their associated data.
How to Add a Customer
Adding a customer to your Quickbase account is easy, and can be done in just a few simple steps. After adding a customer, you'll be able to easily manage their data, resources, and projects within your Quickbase account.
To add a customer to your Quickbase account:
How to Change Your Password
If you have forgotten your Quickbase password, or if you need to change it, you can do so through the customer portal. To access the customer portal, open your Quickbase account and click on the "Settings" link in the upper-right corner of the screen. From here, you can see your login information and change your password.
How to Update Your Profile
To update your profile on the Quickbase Customer Portal, follow these steps:
1. Log in to your account on the Customer Portal.
2. Click on Your Profile at the top of the page.
3. Click on the Update Profile button.
4. Enter your user name and password and click on the Update Profile button.
How to Delete a Client
To delete a client from the Quickbase Customer Portal, follow these steps:
1. From the Quickbase Customer Portal main menu, select Clients.
2. Select the client you want to delete and click the Delete button.
3. Confirm that you want to delete the client and click OK.
How to View and Download your Statistics
Want to see how your Quickbase Customer Portal usage is trending? Just login and view your statistics.
Conclusion
If you are looking for a quick and easy way to manage your customer accounts, Quickbase is the perfect solution. The Customer Portal allows you to easily create, manage, and administer your customer profiles, order histories, and more. If you have never used Quickbase before, I recommend checking out their free trial today!