Overview
Quik! now allows parent company admins to manage child accounts directly — no need to contact support. This feature enables organizations to see and manage 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 IDs.
- Users under Child Account – A sub-account with its own users created and managed by the admin child account.
Current Workflow (Phase 1)
- Currently, Parent accounts can only view and edit child account users.
- 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.
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:
| Column | Description |
|---|---|
| User ID | Unique identifier for the user |
| User Name | Full name of the user |
| User's email address | |
| Role | Assigned role (e.g., Admin, User) |
| Actions | Options to Reset MFA or Edit the user |
From this page, parent admins can monitor all child companies and their associated users in one place.
COMING SOON! (Phase II)
Creating a Child Account in the Quik! App
- Log in to the Quik! App as an admin.
- Go to Settings > Admin Settings > Manage Users.
- Click Create Child Account.
- Fill in the required fields:
- Company Name
- Phone Number
- Address (street address, city, state, ZIP, and country)
- 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.
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.
Need Help?
If you need to modify or delete a child account, or have questions about your account hierarchy, please contact Quik! Support.