Benefits of SSO

Top Reasons Enterprises Choose SSO Integration with the Quik! App

Implementing Single Sign-On (SSO) with the Quik! App offers enterprises numerous benefits that enhance user management, data integration, and overall experience. Below are the most common reasons enterprises opt for SSO integration:

1. Simplified User Management

Enterprises often use existing authentication methods like Active Directory to streamline user management. By integrating SSO with the Quik! App, organizations can:

Provide seamless login access for users.
Effortlessly add or remove users through centralized authentication systems.

2. Enhanced User Control

SSO allows enterprises to enforce granular control over user permissions within the Quik! App. For instance:

Restricting access to sensitive features like the Settings page.
Customizing user capabilities based on roles or requirements.

3. Grouping and Collaboration

Many enterprises require the ability to group users for shared access to private form groups, data, and settings. SSO supports:

Organizing users into hierarchies that mirror the office structure (e.g., two representatives and two staff members collaborating in one office).
Facilitating better reporting and workflow coordination within teams.

4. Integration with Existing Databases

With SSO, enterprises can connect the Quik! App to their existing data sources, such as Salesforce or a custom database, to prefill forms. Key capabilities include:

Integration with multiple data sources for dynamic form filling.
Enhanced data accuracy by leveraging enterprise-managed systems.

5. Seamless Advisor Data Management

Enterprises with existing advisor or representative data in their systems can use SSO to prefill forms directly from their records. This ensures:

Centralized management of advisor data.
Flexibility in designating the appropriate records for logged-in users.

6. Customizable User Experience

SSO enables enterprises to streamline workflows and modify the Quik! App user experience. Examples include:

Form Management

Auto-prefill form shopping carts using specific FormIDs or FormGroupIDs.
Automatically navigate users to the client screen, bypassing the home page or form search process.

Client Management

Hide the database selection dropdown on the client screen.
Display search results filtered by ClientIDs, showing associated client names.

Advisor Selection

Auto-populate the rep dropdown on the launch page with specific Rep Names and Rep Numbers.

Form Viewer Customizations

Tailor various aspects of the form viewer based on SSO-passed attributes.