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How to Manage User Roles and Permissions in the Quik! App

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Kim C.
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Overview

In the Quik! App, user access is controlled through two defined roles: Admins and Users. Each role determines which features a person can view or manage. Understanding these permissions is key to maintaining secure, organized access across your team.

This article is for all Quik! App customers, especially Admins responsible for account setup, user access, and configuration.

💡 Tip: Enterprise customers:  Want a quick overview with visuals? Check out our Enterprise Roles and Permissions Guide.


Roles and Permissions Overview

🔐 Admin Role

Admins have full access to all features in the Quik! App. They can:

  • Add or remove users

  • Change account branding (like logos)

  • Access and manage billing

  • Reset passwords for all users

  • Set up global integrations (e.g., CRM, e-signature)

  • Manage public Form Bundles

  • Configure multi-factor authentication (MFA) for users


👤 User Role

Users have access to forms and integration tools, but with some restrictions. Users:

  • Cannot change branding

  • Cannot access or manage billing

  • Cannot add or remove users

  • Can manage their own saved forms, favorites, and personal bundles

  • Can view and use public bundles and shared integrations

  • Can reset their own password

  • Can set up personal integrations (CRM, e-signature) if not managed globally

Shared vs. Private Data

Here’s how content visibility works:

Shared across roles:

  • Public Form Bundles

  • Followed Companies

  • CRM or e-signature integrations set as “Public” by an Admin

Private to each user:

  • Saved Forms

  • Form Bundles (unless marked Public)

  • Favorite Forms

Feature Admin User
Change account branding (logos) ✅ ❌
Add or remove users ✅ ❌
Access the Billing tab ✅ ❌
Reset passwords (own + others) ✅ ✅ (only their own)
Access to Forms ✅ ✅ (shared access)
Manage personal Form Bundles ✅ ✅
Manage Public Form Bundles ✅ ✅ (shared globally)
Manage Saved or Favorite Forms ✅ ✅ (personal only)
Set up MFA (multi-factor authentication) ✅ ✅
Set up E-signature or CRM integrations. ✅ ✅

🔐 Note: Some features are shared globally (e.g., Public Bundles, Followed Companies), while others are personal to the user (e.g., Saved Forms, Favorites).

 


How to View or Change User Roles

Only Admins can add users or modify their roles. Here's how:

1. Log in to Quik! App

2. Navigate to Admin Settings

  1. Click the ☰ menu (three horizontal lines) at the top left next to your username.

  2. Select Admin Settings.

  3. Choose Users.

3. Edit or Add a User

  • To change an existing user’s role: Click Edit next to the user.

  • To add a new user: Click Add New User, then choose the appropriate role during setup.

✅ Changes save automatically, and users will be notified if added or updated.


📝 Helpful Tips

  • Assign Admin roles only to those who need full account control.

  • All users share access to global content like public bundles and followed companies.

  • Personal data (e.g., saved forms, favorites, bundles) is private and not shared between users.


FAQs

Q: Can a User be promoted to an Admin later?
A: Yes! You can edit their role at any time via Admin Settings > Users.

Q: Can Users create their own integrations or bundles?
A: Yes — Users can manage personal bundles and set up integrations (like e-signature or CRM) based on permissions.

Q: What’s the difference between Global and Individual permissions?
A: Global permissions apply to the entire account (e.g., branding), while Individual permissions apply only to a specific user (e.g., saved forms).


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