Roles and Permissions

Security

Multi-factor Authentication (MFA)

X

X

Admins can set up MFA for Users.

Users can also set up MFA individually if not set up by Admin.

Reset Password

X

X

Admins can reset Users' passwords.

Users can reset their own passwords.

Billing

Billing Management

X

Admins manage the Billing tab.

Users won't see the Billing tab in their account.

Forms

Access to Form Companies

X

Admins contact Quik! to gain access to private form companies.

Users have access to the same companies as Admin since they are shared globally.

My Form Bundles

X

Admins and Users manage their own personal Form Bundles, and neither can view each other’s personal Form Bundles.

Public Form Bundles

X

Admins can manage Public Form Bundles.

Users can manage the same Public Form bundles since they are shared globally.

Saved Forms

X

Admins and Users manage their own Saved Forms, and neither can view each other’s Saved Forms.

Favorite Forms

X

Admins and Users manage their own Favorite Forms, and neither can view each other’s Favorite Forms.

Followed Companies

Followed Companies

X

Admins can manage Followed Companies.

Users can manage the same Followed Companies since they are shared globally.

Financial Professional Info

Financial Professional Information

X

Admins can set up and manage Financial Professionals.

Users can manage the same Financial Professionals since they are shared globally.

Integrations

E-Signature Connections

X

X

Admins can establish E-Signature Connections for Users by choosing between Public or Private settings.

Users have access to E-Signature Connections set up by the Admin, or they can establish their own by going to the Finalize tab.

CRM Connections

X

X

Admins can establish CRM Connections for Users by choosing between Public or Private settings.

Users have access to CRM Connections set up by the Admin, or they can establish their own.