To manage file access and permissions, users can have three different roles within Keeper: Super Admin, Practice Admin, and Standard User.
The Super Admin is the person who created the Keeper account or is the person who first signed up for Keeper. There is only ONE Super Admin allowed per file, while there is no limit to the number of Practice Admins and Standard Users per file.
User Permissions
Super & Practice Admin permissions
See all clients
Add and delete clients
Change practice settings
Add and delete admins*
Practice Admins cannot delete admins
Add and delete standard users
Delete closes
Standard User permissions
Can only see clients they have access to
Access is set by Super/Practice Admins
Cannot access practice settings*
The practice settings wheel (⚙️ icon) will not be visible
Cannot access templates
Can have restricted ability to edit tasks with Locking tasks & Sections
Can have restricted ability to edit reports with Locking Reports
Managing Users in Keeper
Adding Users
Click Practice Settings (⚙️ icon)
Click Manage Users
Click New User
Deleting Users
Click Practice Settings (⚙️ icon)
Click Manage Users
Choose the user you want to delete
Click Delete User
Copying User Access
To copy the list of clients that a standard user can access:
Click Practice Settings (⚙️ icon)
Click Manage Users
Click the more menu (...)
Choose Copy client access from
Note: All Keeper plans include unlimited users