- 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 whether the user is an "admin", "manager", or "staff"
- Managers are restricted from adding/modifying users and accessing merchant information and account billing information (found in Settings > My Account)
- Staff accounts will only be able to see the contacts, tasks, appointments deals and quotes for contacts that they own. This is what the staff side-menu looks like:
Note: Partner emails 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 set up their username/password for the Keap App and they will have the Manager permissions