Default User Roles


This article applies to:
  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 Staff
    1. Admin: This role has full account permissions. Only give this role to trusted people.
    2. Limited Admin: This role has admin access with the exception of account setup access and the ability to add admin users.
    3. Manager: This role has permissions to do everything but manage users and merchant account information.
    4. Staff: This role has limited access, and can only see their own contacts, tasks, and deals. This is what the staff side-menu looks like:

Note: Partner emails 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 set up their username/password for the Keap App and they will have the Manager permissions