As your business grows, we want to make it simple and easy to add new team members to your account.
Let’s get started
Only account Admins (i.e. users with the role type of Admin) can manage users.
From the hamburger menu
, select Settings. In the USER MANAGEMENT tab, you will see the Users section.
Click the ADD USER button to show the Add New User pop-up.
Follow the criteria to enter the new user's information into each field. When deciding on a role for the user, refer to the https://efficienttech.atlassian.net/l/cp/UVDG5NkG page for details on each option.
When all required information has been entered, click the ADD button to add the user to your account.
Now in the Roles block, you will see the USER COUNT for the previously chosen role has increased by 1.
Once the user is created, the User will receive an email inviting them to log into Quik!.
You may edit a user's information by clicking on the pencil icon at any time. You can also delete a user by clicking the x icon.
All Users will have access to the same forms in their account as the Admin.
Duplicate usernames are not allowed in the Quik! system across all customer accounts. All usernames must be unique.