Exploring the Settings Tabs

Welcome to the Settings section! Here, you have the power to customize and fine-tune your experience within our platform. We've broken down the different tabs to make things clear and convenient.

1. Account

• Update Your Profile: Easily manage your personal information, such as your name, email, and password.

• Library Subscription: Add a Library Subscription Code, provided by Quik!, for access to additional resources.

• Branding: Customize your company name, address, and logo to leave a lasting impression.

2. Security

• Multi-Factor Authentication (MFA): Strengthen your account's security with MFA. You can even enforce MFA account-wide for all users to ensure a safe and secure environment.

3. Financial Professional Info

• Manage Financial Professional Info: Pre-fill financial professional information when launching forms for a more efficient workflow.

4. User Management

• User Management: Add, edit, and remove users, giving you control over who has access.

• Reset MFA: Reset Multi-Factor Authentication for specific users when needed.

5. Integrations

• Manage CRM and Other Data Sources: Integrate your CRM and other data sources for a seamless experience.

• DocuSign and SIGNiX: Manage your integrations with these services to streamline document signing and authentication.

6. Billing

• Billing Plan: Manage your billing plan to suit your needs.

• License Quantity: Control the number of licenses you have, ensuring you're set up for success.

• Discount Code: Apply a discount code if you have one (provided by Quik!).

• Account & Payment Status: Keep an eye on your account and payment status to stay informed.

Each tab within the Settings section provides valuable tools and features to enhance your experience with our platform. Dive in and explore the possibilities!