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


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 25 Mar 2024
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