General Account Setup

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? click the practice settings wheel click manage users click new user all keeper plans include unlimited users read more about different user types here permissions and access controls docid\ bvtslg1obp4oexrzfzmcd how do i delete a user? click the practice settings wheel click manage users choose the user you want to delete click delete user password faq how do i reset my password? click forgot password? click reset password for \[email] you should receive an email with a link to reset your password how do i send a new password reset link for a user? click the practice settings wheel in the top right hand corner click manage users find the user whose password you want to reset 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 how do i delete a client? go to the client list click the more information button next to the client you want to delete 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? click the practice settings wheel click all client settings click the edit button below your client's name 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 my email has become disconnected, how can i reconnect it? to reconnect your practice email go to the practice settings wheel click client portal click branding click practice email click c onnect email and reconnect your email integration 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