As your business grows, we want to make it simple and easy to add new team members to your account.  , edit, and remove users. Note: Only account Admins (i.e., users with the role type of Admin) can manage users.

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This article covers the following topics:

Let’s get started!

Adding a New User or Admin

• From the hamburger menu select Settings.

• Click the USER MANAGEMENT tab.

• In the Users section, click the ADD USER button to show the Add New User pop - up.

  • Choose the Role, either Admin or a User. Refer to https://efficienttech.atlassian.net/l/cp/UVDG5NkG to learn more about different roles in the App.

• Follow the required! criteria to enter the new user's information into each field.

  • For Usernames, we recommend using an email address.

• Click the ADD button to add the User to your account. 

• Edit a user's information by clicking on the pencil icon anytime. Or delete a user by clicking the X icon.

Now that a new account has been created, new Users will receive an email inviting them to log into Quik!.

All users will have access to the same forms in their account as the Admin.

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Edit User Profile

• From the hamburger menu select Settings.

• Click the USER MANAGEMENT tab.

• In the Users section, click the pencil icon to Edit User the Update User will pop up.

• Make changes to the User profile, and click Update.

The user's information is now updated.

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Remove a User

• From the hamburger menu select Settings.

• Click the USER MANAGEMENT tab.

• In the Users section, click the X icon to show the pop up

  • Are you sure you want to delete the user “user’s name”?

• Click OK to confirm the removal of that user’s account.

That user’s account is now removed from the account.