Creating Child Accounts in Quik!

Overview

Quik! now allows parent company admins to create and manage child accounts directly — no need to contact support. This feature enables organizations to provision sub-companies (such as branch offices or affiliated firms) under a parent account, each with their own users and admin access.

Account hierarchy:

• Parent Company Admin – Your organization's master account
• Admin Child Account – Companies under the parent account with their own Customer ID's. 
• Users under Child Account – A sub-account with its own users, created and managed by the admin child account. 

Creating a Child Account in the Quik! App

1. Log in to the Quik! App as an admin.
2. Go to Settings > Admin Settings > Manage Users.
3. Click Create Child Account.
4. Fill in the required fields:
   • Company Name
   • Phone Number
   • Address (street address, city, state, ZIP, and country)
5. Click Create to provision the new child account.

The child account is created instantly. It will be automatically provisioned with Quik! App and Engine access, and its renewal date will be aligned with your parent account.

Note: The new child account admin will be prompted to reset their password on their first login to the Quik! App.

Managing Child Accounts & Users

On the Manage Users page, you can view all companies and users under your parent account. For each user, the following information is displayed:

From this page, parent admins can monitor all child companies and their associated users in one place.

What Happens When a Child Account Is Created

When you create a child account, Quik! automatically:

• Creates the new child customer account and links it to your parent account
• Sets up a Master credential for API access
• Creates an Admin user credential for Quik! App login

The admin user for the child account will receive login credentials using the email and password provided during setup.

Current Limitations (Phase 1)

• Parent accounts can create and view child accounts only.
• Updating, deleting, or modifying a child account after creation requires contacting Quik! Support.
• DocuSign token setup for child admins must be completed separately after first login.

For API Users: Creating a Child Account via API

If you integrate with Quik! via API, you can programmatically create child accounts using the endpoint below.

Endpoint

POST /v1/childAccount

Authentication is required. The parent–child relationship is derived automatically from your authentication context — you do not need to pass a parentCustomerId in the request.

Request Body

{
  "companyName": "Quik Test",
  "firstName": "Joe",
  "lastName": "Cardoza",
  "email": "jcardoza@quikforms.com",
  "password": "YourSecurePassword1!",
  "phone": "555-555-5555",
  "title": "Manager",
  "address": {
    "line1": "123 Main St",
    "city": "Austin",
    "stateId": 44,
    "zip": "78701",
    "countryId": 1
  }
}

Field reference:

Security note: The password you provide is used to create both the Master and Admin credentials. Passwords are never returned in any response and are stored securely (hashed and salted). The admin user will be required to reset their password on first login to the Quik! App.

Successful Response

{
  "childCustomerId": "ABC123",
  "adminUsername": "echen@bluetrust.com"
}

Error Codes

Need Help?

If you need to modify or delete a child account, or have questions about your account hierarchy, please contact Quik! Support.