Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬Client Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
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14min

Permissions and Access Controls

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

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

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





Updated 15 Mar 2022
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TABLE OF CONTENTS
Super admin
Practice Admin
Standard User