In the Quik! App, there are two types of user roles: Admins and Users. See below for a description of the abilities allowed for each role, as well as information on what data is shared between users.
Role: Admin
- All abilities allowed within the Quik! App
Role: User
- Does not have the ability to change account branding (add or remove logo images)
- Does not have the ability to add or remove users on an account
- Does not have the ability to access Billing information
Notes
- Form companies are customer-specific. In other words, if an Admin has added private form libraries to their account, and they add a new User, that new User will have access to the same form libraries in their ALL tab that the Admin has in their account.
- My Form Bundles are user-specific. In other words, if an Admin adds a new User, that new User will not see the My Form Bundles created by the Admin or any other user in their accounts.
- Public Form Bundles are customer-specific. In other words, if an Admin adds a new User, that new User will see the Public Form Bundles added by the Admin in their account.
- Financial Professional Info is customer-specific. In other words, if an Admin adds a new User, that new User will be able to add, delete, and select from the same pool of rep records that all other users can see in their accounts.
- Followed Companies are customer-specific. In other words, if an Admin adds a new User, that new User will be able to add, remove, and see the Followed Companies created by any other Admin or User in the account.
- Saved Forms are user-specific. In other words, if an Admin adds a new User, that new User will not see Saved Forms added by the Admin or any other User in their own accounts.
- Favorite Forms are user-specific. In other words, if an Admin adds a new User, that new User will not see the Favorite Forms added by the Admin or any other user in their own accounts.
- E-Signature connections can either be customer-specific or user-specific, depending on if the "Visibility" dropdown is set to Public or Private. In other words, if an Admin adds a new User, that new User will see all added e-signature connections unless the Visibility drop-downs are set to Private.
- CRM connections are can either be customer-specific or user-specific, depending on if the "Make Private" checkbox is checked when adding the connection. If it is checked, then only the user that added that CRM connection, as well as all Admins, can see that CRM option on the Add People page. If it is not checked, then all Admins and all users can see that CRM option on the Add People page.
- Multi-factor Authentication (MFA) is customer-specific or user-specific. In other words, if an Admin sets up MFA for the account and adds a new User, that new User will be required to set up MFA when they log in again. If an Admin does not set up MFA for the account, a user can set up MFA individually.
- Billing is customer-specific. In other words, if an Admin adds a new User, that new User will NOT see the Billing tab in their account.