The Quik! App supports two user role types: Admin and User
Admin Role
The Admin user is an administrator who has full rights. The rights that only an admin can perform include:
Billing
Branding
E-Sign Management
User Management
User Role
The User role is for standard users of Quik!. These users cannot do the admin-specific functions, but they have all the functionality required to use Quik! App to generate forms. Users can manage the following settings:
Account - users can manage their account credentials and profile
Security - set up Multi-Factor Authentication
Financial Professional Info - manage default data used on forms
Integrations - users can only manage CRMs and Wealthscape integrations (not e-signature)