Quik! offers customers the ability to set up sub-accounts (child accountsaka "Child Accounts") for their clients for enhanced account-level customization. This page will describe some of the reasons a customer may want to set up these sub-accounts (aka "child accounts") under their main account (aka "parent accountParent Account"), and how to do this.

Child Accounts: For Partners and Enterprises

If your company is embedding Quik! within a product or service that you extend to your own customers (i.e. a reseller re-seller who sells Quik! as a feature in their product, or a large enterprise who extends software to users and wants users to have separate accounts), then using Child Accounts may be for you.

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We offer the ability for your Customer Account to become a "parent" account to any number of "child" accounts, that's to say meaning you can sign up customers within Quik! and have their accounts related to yours. This parent-child relationship serves as a link for the following purposes:

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Types of customers who create child accounts:

• Softwafre Software provider who needs to control users separately within Quik!
• Enterprise application that wants to serve users or groups of users separately within Quik!
• Any customer who's users have their own custom or private forms and wants to maintain privacy for individuals or groups of users

Some of the uses cases include:

• Forms:
  • Your clients all use different sets of forms. With separate accounts, you (or they) can subscribe their account to only the form libraries that they need. This way, client A will not see the forms that belong to client B.
• Rules:
  • Your clients have different rules for how their users fill out forms. With separate accounts, you (or they) can create Field Rules for their account only, with no impact to any other clients.
• Reporting:
  • You wish to see each of your clients' usage metrics in a report. This is especially useful if you choose to utilize Quik! as a revenue-generating service.
• Billing: 
  • Quik! can bill the parent account for total transactions generated from all combined child accounts. As the direct customer you then have the option of billing each of your clients based on their individual usage. See more on how you can utilize Quik! reporting services for this purpose here.

How to Create Child Accounts

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If you would like support setting up child accounts during your onboarding on-boarding or piloting phase, or if you don't expect to add more than one or two accounts per month, then feel free to send an email to support@quikforms.com with your customer's info including:

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Call the AddCustomer method to create child customer accounts that are associated to your parent account. When a child customer account is created, one master user account is created by default with an associated email, username, and password that typically belongs to an admin at the client organization. Once a a new child account is created, the person whose email is used with the customer account will receive an automated email from Quik! providing them with their credentials.

Important Considerations

When using child accounts, please consider some of the impact managing these accounts may have. 

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