Permissions and Access Controls

To manage file access and permissions, users can have three different roles within Keeper:

One super admin per file. This role can:

• See all clients
• Add and delete clients
• Change practice settings
• Add and delete admins
• Add and delete standard users

Unlimited admins per file. This role can:

• See all clients
• Add and delete clients
• Change practice settings
• Add admins
• Add and delete standard users

Unlimited users per file. This role can:

• Can only see clients they have access to
  • Access is set by Super/Practice Admins
• Cannot change practice settings
• Can have restricted ability to edit tasks with Locking tasks
• Can have restricted ability to edit reports with Locking reports