How to Add New Users to Your Keep Account

Adding and managing users efficiently ensures smooth business operations. This guide explains how to add new users, assign roles, and manage permissions in your Keep account.

In This Article:

1. Adding a new user
2. Changing a user's role
3. Frequently asked questions

Before You Get Started

In Keep, only account admins have the permissions to add team members and assign roles. Each role comes with specific access levels and actions that users can perform. It's important to understand these permissions before assigning roles to ensure security and efficiency in your account management.

Adding a New User

1. Log in and Go to Settings:
   Access the Keep dashboard and navigate to Settings in the left-side menu.

2. Navigate to the Team Section:
   Select Team from the menu to manage team members.

3. Add a New User:
   Click Add New User to open the form.

4. Enter User Details:
   Provide the user’s name, email address, and select their role.

5. Select a Role:
   Assign a role based on their responsibilities:

   1. 1. Admin: Full access to all platform features, with the same permissions as an account owner, including user management and financial data oversight. Ideal for business owners or senior managers.

      2. Accountant: View-only access to transactions without banking permissions. Ideal for accounting and bookkeeping professionals who need to review and sync transactions to accounting software.

      3. Employee: Limited access, allowing them to make purchases with personal cards and view only their own transactions.

6. Send Invitation:
   Click Create user to send the user an invitation email. They will be added once they accept.

Changing a User's Role

Currently, role changes require assistance from Keep's support team. Email support@trykeep.com with the details, and our team will help update the role.

Frequently Asked Questions

1. What if the user doesn’t receive the invitation?
   Double-check the email address for errors and have the user check their spam/junk folder.
2. Can I change a user’s role after they’ve been added?
   Yes, role updates can be made by contacting support@trykeep.com.
3. How do I remove a user from my team?
   Navigate to the Team section, select the user, and choose Remove from team. For assistance, contact support@trykeep.com.
4. Can I assign more than one role to a user?
   No, only one role can be assigned per user at a time. Roles can be updated by reaching out to support.

Need More Help?

If you encounter issues or have questions, reach out to our support team at support@trykeep.com. We’re here to help!