Manage Users, Permissions, & Roles
To manage file access and permissions, users can have four different roles within Keeper: Super Admin, Admin, Manager, and Standard User.
The Super Admin is typically the user who created the Keeper account, or 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, Managers, and Standard Users per file.
Video: Managing users & adding your team
User Permissions
Super Admins
Access to Billing within Practice Settings
Downgrade admin status for other users
All other admin permissions
Admins
Access to all clients
Access Practice Settings (⚙️ icon)
Add clients (top of the client list)
Delete and archive clients (Client Options)
Full access to Templates (top of the client list)
Add client access for Managers & Standard Users
Upgrade Standard Users & Managers to Admins
Restrictions
Cannot access the Billing tab in Practice Settings
Cannot downgrade admin users to Managers or Standard Users
Managers
Only review information tied to clients they have access to
This includes viewing other employees' tasks and timers
Access to Templates (top of the client list)
Access to Firm Tasks
Restrictions
Cannot access Practice Settings
Cannot access Client Settings (top of the close)
Cannot send email blasts
Cannot add, delete, or archive clients
Cannot delete closes
Cannot enable or disable a Keeper Receipts subscription
Standard Users
Only see clients and tasks they have access to
Update client access under Practice Settings > Manage Users > Access
Access to Firm Tasks
Impacted by optional practice-level locks
Only see and edit their own timers
Restrictions
Cannot access Practice Settings
Cannot access Client Settings (top of the close)
Cannot send email blasts
Cannot access or edit Templates
Cannot add, delete, or archive clients
Cannot delete closes
Cannot enable or disable a Keeper Receipts subscription
Adding Users
Click Practice Settings (⚙️ icon)
Click Manage Users
Click Add User
Deleting Users
Click Practice Settings (⚙️ icon)
Click Manage Users
Choose the user you want to delete
Click Delete User
Copying Client Access
To copy the list of clients that a standard user or manager can access:
Click Practice Settings (⚙️ icon)
Click Manage Users
Click Actions (...) in the user's row needing access
Choose Copy client access from
User Settings
All users can access their User Settings by going to the 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
With clients added to your subscriptions, Keeper will email you a once-daily summary of all the clients who have answered your questions in the previous day.
Enabling instant notifications means they 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+00@example.com, and all emails send to firstname+00@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