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How can I transfer Management/Ownership of a QuickBase application or a Billing Account, when the person is no longer available?
If an Application Manager or Billing Account Administrator is departing, but still available, he or she can easily transfer ownership to someone else:
For instructions on transferring an application, please read:
https://www.quickbase.com/help/transferring_a_database.html
For instructions on changing a Billing Account Administrator please read:
https://www.quickbase.com/help/change_primary_admin.html
If an Application Manager has departed and is unable to transfer ownership, your Billing Account Administrator can pass the application to a new manager (for details, please read: https://www.quickbase.com/help/promote_new_mgr.html).
If your Billing Account Administrator has departed without promoting a replacement as an administrator with full rights, you need assistance from QuickBase Customer Support. You'll need to make a request and provide written authorization and proof of identity. In order to submit this documentation, please do the following:
1) Print and fill out the form that is at the following URL:
https://www.quickbase.com/db/9kaw8phg?a=dbpage&pageID=66
2) Fax the form to (781) 370-4495, attention: QuickBase Support Team.
3) Submit a support case that lets us know that the form has been filled out and that you would like the transfer done. To submit a case, use this URL:
https://quickbase.intuit.com/support/portal/
We will acknowledge the receipt and initiate the transfer for you, which will show up as an Alert in the new owner's My QuickBase page.
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Comments
User List
I would like to see the following incorporated into the product:
User List- a list of users, applications they are assigned to and their roles in those applications.
Add User - a way to add a user without adding them to an application. Like adding them to a user pool.
Add admin - to add a user to QB that can serve as an additional admin on the account
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