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ℹ️Support and Best Practices
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Support and Best Practices
Frequently Asked Questions

General Account Setup

10min

Heads up! Keeper Docs is now deprecated, and this page is not maintained. Please visit Keeper's Help Center at help.keeper.app for the latest docs and guides.



User setup

How do I add a new user?

  1. Click the Practice Settings wheel
  2. Click Manage Users
  3. Click New User



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All Keeper plans include unlimited users. Read more about different user types here: Permissions and Access Controls

How do I delete a user?

  1. Click the Practice Settings wheel
  2. Click Manage Users
  3. Choose the user you want to delete
  4. Click Delete User


Password FAQ

How do I reset my password?

  1. 
  2. Click Forgot Password?
  3. Click Reset password for [email]
  4. You should receive an email with a link to reset your password

How do I send a new password reset link for a user?

  1. Click the Practice Settings Wheel in the top right-hand corner
  2. Click Manage Users
  3. Find the user whose password you want to reset
  4. Click Send Login Reset link


Client setup

How do I add a client?

To add a client, click the Add Another Client button on the Client List page





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How do I delete a client?



  1. Go to the Client List
  2. Click the More Information button next to the client you want to delete
  3. Click Delete Client in the bottom right-hand corner

Note: Only Super/Practice Admins can delete clients



This action cannot be undone!

How do I rename a client?



  1. Click the Practice Settings wheel
  2. Click All Client Settings
  3. Click the Edit button below your client's name



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Clients can only be renamed by Super/Practice Admins



Email FAQ

How do I change my email address?

To change your email address, go to your user settings and click Edit Email



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My email has become disconnected, how can I reconnect it?

To reconnect your practice email:

  1. Go to the Practice Settings wheel
  2. Click Client Portal
  3. Click Branding
  4. Click Practice Email
  5. Click Connect Email and reconnect your email integration



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I subcontract for another bookkeeper. Is there a way to have two accounts with the same email address?



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.









Updated 19 Oct 2023
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TABLE OF CONTENTS
User setup
How do I add a new user?
How do I delete a user?
Password FAQ
How do I reset my password?
How do I send a new password reset link for a user?
Client setup
How do I add a client?
How do I delete a client?
How do I rename a client?
Email FAQ
How do I change my email address?
My email has become disconnected, how can I reconnect it?
I subcontract for another bookkeeper. Is there a way to have two accounts with the same email address?
Docs powered by Archbee