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