As your business grows, we want to make it simple and easy to add, edit, and remove users. Note: Only account Admins (i.e., users with the role type of Admin) can manage users.
Before you add a team member, you can check the Role section on the User Management tab to see how many different Admin and Users, as well as the total count for each role.
This article covers the following topics:
Adding a New User or Admin
Editing a User’s Profile
Remove a User
Adding a New User or Admin
From the hamburger menu
select Settings.Click the USER MANAGEMENT tab.
In the Users section, click the ADD USER button to show the Add New User pop up.
Choose the Role, either Admin or a User. Refer to https://efficienttech.atlassian.net/l/cp/UVDG5NkG to learn more about different roles in the App.
Follow the required ! criteria to enter the new user's information into each field.
For Usernames, we recommend using an email address.
Click the ADD button to add the User to your account.
Now that a new account has been created, new Users will receive an email inviting them to log into Quik!.
All users will have access to the same forms in their account as the Admin.
Edit User Profile
From the hamburger menu
select Settings.Click the USER MANAGEMENT tab.
In the Users section, click the pencil icon to Edit User the Update User will pop up.
Make changes to the User profile, and click Update.
The user's information is now updated.
Remove a User
From the hamburger menu
select Settings.Click the USER MANAGEMENT tab.
In the Users section, click the X icon to show the pop up
Are you sure you want to delete the user “user’s name”?
Click OK to confirm the removal of that user’s account.
That user’s account is now removed from the account.