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.
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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.
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Removing a User from a Parent-Child
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- Kim Coker to do
Account
Some enterprise accounts may be set up with a parent+child relationship. In this case, deleting users from the account will require an Admin to reach out to our support team (support@quikforms.com).
Please provide the following in your request to our team
Customer ID (If you have it.)
User’s Full Name
Email address