Madsen, Amanda

The user permissions are related to setting up and managing other users. These permissions are generally given only to users who help you administer your Keap system and manage the employees who us...

The E-Commerce settings determine how a user can interact with the features required to set up the online store, manage your product list, or create order forms. To access these User Permissions, g...

The Order & Invoice permissions determine how a user can interact with existing orders and the Keap billing features. They apply to users who are responsible for creating manual orders, managing ex...

These permissions determine how a user can interact with referral partner records. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you would like t...

These permissions determine how a user can interact with opportunity records which are used to track and manage a direct sales process. To access these User Permissions, go to Admin > Users and cli...

These permissions determine how a user can interact with company records. The company record links multiple contacts to a single company account. The company record is used most frequently in a B2B...

These permissions determine how a user can interact with contact records inside of Max Classic. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user tha...

Admin: Users added to this group can access all settings and features in your account with very few restrictions. Sales Rep: Users added to this group can own opportunity records. Users that are no...

When you add a new user to Max Classic, the system automatically grants them global permissions. These permissions should be set for the minimum level of access you want to grant to every new user....

When you import a list, you are able to populate multiple Keap fields with data from one Keap field. For example, you can use the address data in your spreadsheet to populate both the Billing and t...