Customer Setup

Account Architecture

As a Quik! partner, your clients are referred to as customers within the Quik! system, with a unique Customer ID.  Every time a customer account is created, one User ID is also created.  Multiple users can sign up under a single customer account, and you may issue multiple product licenses to those users, so that every license is ultimately tied to a single Customer ID.

Account Setup

You can use the Quik! Partner Web Services to programmatically set up and manage your customer's accounts. This can be useful for instances when, for example, you want new accounts to be set up with your customer's email so they receive their credentials emailed to them instead of to you.  The basic steps for this are as follows:

1. Create the Customer Account

   a. Call the GetCustomerList method to confirm that the customer account does not yet exist.

   b. Call the AddCustomer method to set up a new customer account. This method will provision a new customer account with a master user for using our software.

2. Add Licenses to the Account (optional)

   a. Call the GetCustomerLicense method to confirm that no licenses exist.

   b. Call the AddOrUpdateLicense method to add licenses to the account. Note that the method does not require many parameters in order to execute-- only CustomerUniqueID and ProductID.

3. Subscribe the Account to a Form Dealer (optional)

   a. Call the SubscribeCustomerToFormDealer method to subscribe the customer account to a company's forms.