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The Add Connection Visibility feature lets Quik! App Admins control whether Users can add their own e-signature connections. This setting helps standardize how connections are managed across accounts.

Who this is for: Quik! App Admins

💡 Tip: See How to Add an E-Signature Connection in the Quik! App for steps on adding a shared connection.

Prerequisites

• You must be a Quik! App Admin

• Access to the Finalize tab in your Admin account

Step-by-Step Instructions

1. Access the Add Connection Visibility Setting

• Log in to your Quik! App Admin account.

• Go to the Finalize tab.

• Locate the Add Connection Visibility toggle.

By default, this setting is turned ON in all Admin accounts. Only Admins can view or change this setting.

2. What Happens When the Toggle is ON

• Users can add their own e-signature connections from their personal Quik! App accounts.

• The Add Connection button appears for all users.

3. What Happens When the Toggle is OFF

• The Add Connection button is hidden from Users.

• Users will only see the e-signature connections added by an Admin and set to public.

📝 Helpful Tips & Extras

• Admins can preconfigure a shared e-signature vendor by going to:
  Settings > E-Signature > Add A Connection

• After adding the connection, set its visibility to public so all Users can access it.