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User Management, Permissions, & Roles
User Management, Permissions, & Roles

Configuring users in Keeper

Updated over a week ago

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

Standard User permissions

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

  1. Click Practice Settings (⚙️ icon)

  2. Click Manage Users

  3. Click New User

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Deleting Users

  1. Click Practice Settings (⚙️ icon)

  2. Click Manage Users

  3. Choose the user you want to delete

  4. Click Delete User

Copying User Access

To copy the list of clients that a standard user can access:

  1. Click Practice Settings (⚙️ icon)

  2. Click Manage Users

  3. Click the more menu (...)

  4. 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

Client Questions

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!


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 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, you can add another account with the email address, and all emails send to will still go to the 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!

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