Quik! offers customers the ability to set up sub-accounts (aka "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 under their main account (aka "Parent Account"), and how to do this.
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- 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. You can also create Form Groups for each child account.
- 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.
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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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