...

How Many Accounts Do I Need at Quik!?

This question comes up with partners, integrators and enterprise-level customers quite often. There's not right or wrong answer, just options. 

Partners = 1 Parent Account, Many Child Accounts

Our resale partners will often need to have a Quik! account that we refer to as the parent account (i.e. an account that represents them as a partner) and child or sub-accounts for each of their customers. 

...

Since each sub-account at Quik! is a full-fledged customer account that has all the capabilities of any other account (including the parent account), it's easy to separate customers and their forms and settings. This includes choosing which forms are seen on each sub-account, including private forms that only that account will see. In addition, each account can have their own field rules (required fields, formats, masks, etc.), their own form groups (logical bundles of forms), their own logo on the form viewer, etc.  

Integrators = 1 Partner Account

Most integrators, like CRM providers and other systems, will need their own Quik! account for doing single-sign-on and for their own testing and validation. If the integrator will not be provisioning users or clients in Quik!, not reselling Quik! and/or the customer signs up for Quik! directly at Quik! (and not through the integrator), then the integrator really only needs one account. The integrator will use the Referral Account SAML type of integration for single-sign-on.

Enterprise Customers = 1 Parent Account, and Many Child Accounts (Optional)

There are two types of enterprise customers: API customers and Quik! App customers. Most API customers only need a single Quik! account for their integration. Most Quik! App customers need a parent account and multiple child accounts for their users. 

Quik! App Customers

Quik! App customers generally need to roll out Quik! to their entire sales force, many of whom are independent contractors and operate their own business. While it is possible for an enterprise to serve all their users through a single Quik! App account, this typically only happens when the customer has a single CRM for all their users (e.g. Salesforce) and their users are a captive audience who are not allowed to personalize their forms or settings in Quik!.

...