Partners: How to Request Quik! Accounts & Libraries for Customers.
Overview
Audience: Partners onboarding new customers onto platforms integrated with Quik!
Purpose: To help partners understand the best steps for requesting accounts (Customer IDs) vs. libraries for new or existing customers.
🔐 Accounts vs. Libraries: What’s the Difference?
Accounts (Customer IDs) | Libraries |
|---|---|
Used to log in to Quik! | Used to build or access forms. |
Required for all new customers. | Optional, added as needed. |
Enable form groups, library subscriptions, and settings configuration. | Functioning like a filing cabinet, they store forms. |
Created once per customer, linked to the partner. | Subscribed to an existing account or a newly created account |
Include unique login credentials. | No login credentials, just access permissions. |
For example, if you need "login details," please request a new Quik! account instead of a library.
You don’t have to create a library to set up a new account.
📧 Need a new Quik! Account or Library: Where to Send Requests
Send requests to the Quik! support team at support@quikforms.com.
Let us know if you’re requesting a new Quik! App account or Library.
We’ll reply to your request once we have the Customer ID or library created.
📝 Required Information for New Quik! Account Requests
Please submit the following account details for each new customer to our support team at support@quikforms.com:
Partner Name:
Company Name (Customer’s company name):
First:
Last Name:
Phone:
Email:
Address:
City:
State:
Zip:
Quik! App Product Needed? (Yes/No)
FYI: Quik! App product is needed for: https://efficienttech.atlassian.net/wiki/x/QQDMvw
🔄 Adding Libraries
Once an account is created, libraries can be subscribed to in two ways:
Private Libraries (e.g., custom partner-specific forms): We’ll subscribe the account for you.
Public Libraries (e.g., Schwab, Fidelity): Partners and Customers can subscribe directly, or we can assist upon request to support@quikforms.com.
Need help with libraries? Refer to: Forms Library Subscription Guide
🔍 Best Practices
Always use consistent naming (e.g., “Company Name (Your Platform)”).
Double-check contact details before submitting to prevent delays.
For any ambiguity (login vs. library), don’t hesitate to ask! We’re here to help.