Add User, Delete User, or Edit User Role

This article applies to:

Add User and/or a Partner

  1. Go to "Settings"

  2. Click "Users"

  3. Click "Add a user"

  4. Type the name and email of the user or partner you'd like to add

  5. Select whether the user is an Admin, Limited Admin, Manager, or a Keap partner. Below each role will display their function

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.

  1. 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

You don't "delete" a user from Keap, you deactivate their account. Note that you must be an Admin in order to deactivate a user. 

To do this:

  1. Go to Settings 

  2. Click "Users"

  3. Click on the name of the user

  4. Click "Deactivate user"

  5. Click "Deactivate user" in the pop up

Edit role

  1. Go to "Settings"

  2. Click "Users"

  3. Click the User that you want to change their role

  4. Select the role from the drop down
    Note: Once a role is selected it will be automatically set. You will not need to click "Update"

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.

  1. Navigate to Account Central
  2. Locate the app you would like to leave
  3. Click Configure next to that app
  4. Click Leave Account
  5. Confirm your decision to leave the app and no longer have access
  6. The app will be removed from your Account Central