User levels allow your company to delegate which QuickFi users can complete which tasks within QuickFi.
If your company's QuickFi account does not have an Admin, anyone from your company can create a user profile and log into QuickFi. Without an Admin, all users are considered Editors.
Once an Admin is established for your company, all other users will be denied access to QuickFi until the Admin has assigned levels to them.
User Levels:
Editor level access includes:
Uploading invoices;
Submitting financial documents;
Preparing invoices;
Queueing financing details for Signers and Admins;
Modifying insurance information;
Modifying billing preferences;
Accessing Open and Paid billing invoices and history;
Reporting.
Signer level access includes:
Editor level access;
Ability to sign transaction contracts;
A certificate of incumbency must be signed by a company officer to permit a user to become a Signer. This certificate authorizes that this user is allowed to sign legal contracts.
Admin level access includes:
Signer level access;
Ability to approve, decline, and modify the QuickFi user levels of your company's employees;
A certificate of incumbency must be signed by a company officer to permit a user to become an Admin. This certificate authorizes that this user is allowed to sign legal contracts.