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Task Management

Permissions and Access Controls

5min

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.



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 19 Oct 2023
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