Task Management

Permissions and Access Controls

5min

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﻿To manage file access and permissions, users can have three different roles within Keeper:﻿
Super admin
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
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Practice Admin
Unlimited admins per file. This role can:
See all clients
Add and delete clients 
Change practice settings 
Add admins 
Add and delete standard users
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Standard User
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




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Non-QBO Clients

Locking Tasks