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
Access Practice Settings
Add and remove admin status
Super Admins only
Add and remove standard users
Standard User permissions
Only see clients they have access to
Access is set by Super/Practice Admins
Restricted ability to edit tasks with Locking tasks & Sections
Restricted ability to edit reports with Locking Reports
Standard users cannot access:
Cannot access Practice Settings
The Practice Settings wheel (⚙️ icon) will not be visible
Cannot access any templates
The Templates tab will not be visible
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
All Keeper plans include unlimited users!
User Settings
You can access your User Settings by going to your profile icon at the top right of the screen! Within these settings, you'll have access to Account Settings and Client Question options.
Account Settings
Enable emails about comments and assigned tasks
Enable daily digest emails
Update your profile photo
Edit your listed name
Reset your password
Log out of Keeper
Client Questions
Set up subscriptions for each client
Enable instant notifications for immediate updates when your clients respond
By default, Keeper will send you a once-daily summary of all the clients who have answered your questions in the previous day. Instant notifications come right away!
FAQs
Is it possible to transfer the Super Admin role to another user?
You cannot manually transfer the Super Admin role to another user. However, it can be done on the back end by Keeper Support!
Reach out at help@keeper.app if you need to transfer your Super Admin permissions to another user. Only the current Super Admin can make this request.
The Save button is greyed out when I go to add a new user, what's up with that?
If you're adding a user and you're unable to hit Save to finish adding them, there are a few possible reasons this could be happening.
The most common reason for this would be that the user's email address is already active in Keeper. This could mean that they are active in another Keeper account.
You can have another account with the same email, but you need to use a slight workaround. If you add a plus sign in your email address, Keeper will treat the email as unique, while also sending all emails to the same email address. This works because mail clients ignore anything that comes after a plus.
For example, if you have an account under firstname@example.com, you can add another account with the email address firstname+1@example.com, and all emails send to firstname+1@example.com will still go to the firstname@example.com inbox.
If this does not apply, or if you're not sure, reach out to Keeper Support! We also recommend working through these troubleshooting steps below!
Refreshing your browser window
Logging out and back in to Keeper
Trying the same action in a private/incognito window
Trying a different browser
Clearing your browser cache for all time
Clearing cookies for Keeper