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Understanding Account Permissions and Settings
Understanding Account Permissions and Settings

Learn about account permissions and how to edit user and location settings for your account.

Qwick Support avatar
Written by Qwick Support
Updated over a week ago

The dashboard allows users to edit their account settings, including admin settings, onsite manager settings, and location settings. This article will walk you through:


Account Permissions Overview

Qwick offers various role-specific permissions levels to keep users focused on their particular responsibilities. In general:

  • Finance Admins are considered account admins, but only have access to the Billing Tab on the dashboard.

  • Onsite Managers (only) can edit certain shift data on the Qwick for Businesses app.

  • Shift Admins have access to edit items about shift management (including posting new shifts, viewing upcoming and past shifts, etc.), but do not have insight into the Billing Tab or adding users.

  • Business Owners and Business Admins have access to the entire dashboard. They have all the permissions of a shift admin, plus the ability to manage users, upload payment, and manage invoices.

Please review the table below for a breakdown of the actions each user can perform.

Can…

Business Owner

Business Admin

Shift Admin

Onsite Manager

Finance Admin

...manage users

x

x

...manage locations

x

x

x

...view hourly rates

x

x

x

...post shifts

x

x

x

...edit shifts

x

x

x

...cancel shifts

x

x

x

...pay tips

x

x

x

...view upcoming/ past shifts

x

x

x

x (mobile app only)

...manage shift rosters

x

x

x

x (mobile app only)

...rate professionals

x

x

x

x (mobile app only)

...verify times

x

x

x

x (mobile app only)

...upload payment

x

x

x

...manage invoices

x

x

x


Admin Settings

You can invite finance users, shift admins, and business admins—as well as edit existing admins, remove existing admin access, and adjust your personal information (name, email, phone number)—in the Admins settings tab within the dashboard. However, a member of our Support team must make the following changes:

  • Business Name: Text the updated name of your business to 79425.

  • City: Text 79425 with the city for which you’d like to start posting shifts.

  • New Business Owner: Text the new owner’s email and phone number to 79425.

Invite New Users

Only business owners/admins have permission to invite new users. To invite a new user:

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Admins tab.

  3. Click the "Invite Finance User", "Invite Shift Admin", or "Invite Admin" button to add a new finance user, shift admin, or business admin, respectively.

  4. Complete the form that pops up with the user’s information (first and last name, phone number, and email address) and click Save.

  5. An email will immediately be sent to the new user, requiring an account password is setup to access Qwick.

Update Existing Admins

When an admin’s information changes, you can update their account (including your personal account information)—or you can remove that user’s access to your Qwick business account altogether.

Edit Admin Info

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Admins tab.

  3. Scroll down to the name of the admin you wish to edit and click the Edit button next to their name.

  4. Update the form that pops up with the admin’s new information and click Save.

Remove Admin

Removing admin access will prevent a user from being able to see your dashboard, as well as remove their ability to post shifts.

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Admins tab.

  3. Scroll down to the name of the admin you wish to remove and click the Remove Access button next to their name.

  4. Click Remove Access again to confirm you'd like to remove the user.


Onsite Manager Settings

In the Onsite Manager settings tab, you can add new onsite managers and edit/remove existing onsite managers.

Add Managers

Onsite managers are the point of contact for a shift. They can manage a shift through the Qwick for Businesses app; however, they don’t have access to post future shifts. To add a new onsite manager:

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Onsite Managers tab.

  3. Click the Add Manager button.

  4. Complete the form that pops up with the onsite manager’s information (first name, last name, and phone number).

  5. A text will immediately be sent to the new user, requiring them to download the app to view upcoming shifts.

Update Existing Managers

You can update an onsite manager's information when it changes, or remove them from your account altogether.

Edit Manager Info

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Onsite Managers tab.

  3. Scroll down to the name of the manager you wish to edit and click the Edit button next to their name.

  4. Update the form that pops up with the manager’s new information and click Save.

Remove Admin

Removing access will prevent an onsite manager from being able to log in to the app.

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Onsite Managers tab.

  3. Scroll down to the name of the manager you wish to remove and click the Remove button next to their name.

  4. Click the Remove Access button to confirm you'd like to remove the user.


Location Settings

If your business has multiple locations, you can add each location to your Qwick account. When posting a shift, you can select from any of your saved locations to ensure that your professionals are working at the right place.

Add a New Location

Ready to add an additional location? Click Settings from the main menu dropdown, and navigate to the Locations tab.

  1. Click the Add Location button.

  2. Add location name and address. Note: You can add clarifying information to the Location Name to make it easier for a professional to find the right spot. For example, “The Grand Hotel - First Floor Bar” or “The Grand Hotel - Poolside Bar.”

  3. Click Save Location.

Update Existing Location(s)

When a location’s information changes, you can update or remove it from your account altogether to prevent professionals from showing up at the wrong location for their shift.

Edit Location Information

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Locations tab.

  3. Scroll down to the name of the location you wish to edit and click the Edit button.

  4. Update the form that pops up with the location’s new information and click Save.

Remove Location

Removing a location will remove it from your saved locations when posting a shift.

  1. Click Settings from the main menu dropdown.

  2. Navigate to the Locations tab.

  3. Scroll down to the name of the location you wish to remove and click the Remove button.

  4. Click the Remove Location button to confirm you'd like to remove that location.


Delete User Account

We understand that things change, and there may come a time when you need to delete your Qwick account. To delete your user account, click the Delete Account button located in the Settings section of your mobile app. In doing so, we will delete or de-identify your user account information (so that it’s no longer linked to you) within 72 hours; this will be permanent and irreversible.

After deleting your user account, you will be:

  • Unable to log in to your Qwick business account, access your profile, or post shifts under the deleted account.

  • Unsubscribed from automated Qwick communications. (You can still text us at 79425.)

Please note that we won’t delete:

  • Information we’re allowed to retain under applicable law; or

  • Information subject to legal retention requirements (including our contracts with you).

For more information on how we collect and use your personal information, please read our Privacy Policy and Terms of Use.

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