Add User and/or a Partner
- Go to Settings
- Click Users
- Click Add a user
- Type the name and email of the user or partner you'd like to add
- Select the user role for the new user. Below each role are details about their permissions.
Note: Partner emails are a check box so when "Partner" is checked, there still needs to be a radio button selected for the role. Partner emails also will be validated to make sure they are a Keap Certified Partner.
- Click "Send user Invite"
This will send an email to the user inviting them to create a login for the Keap App
Delete a User
To delete a user from Keap, you will deactivate their account. Note: You must be an Admin in order to deactivate a user.
- Go to Settings
- Click "Users"
- Click on the name of the user
- Click "Deactivate user"
- Click "Deactivate user" in the pop up
Leave an app as a Partner
In order to leave an app as a Partner, you must first ensure that you do not have any assigned contacts in the app. Attempting to leave an app with assigned contacts will result in an error.
- Navigate to Account Central
- Locate the app you would like to leave
- Click Configure next to that app
- Click Leave Account
- Confirm your decision to leave the app and no longer have access
- The app will be removed from your Account Central
