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

• Security - Require all users to set up Multi-Factor Authentication (MFA)

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 (MFA)

• Financial Professional Info - manage default data used on forms

• Integrations - users can manage CRMs, Wealthscape integrations, and e-signature