Madsen, Amanda

It's easy to view and manage your saved reports and searches in Max Classic. Follow the steps below to view every saved report and search that you are the owner of.Navigate to ANY Reports area Ther...

The task note report allows you to view pending and completed tasks for all users in your application.Go to Admin > Reports Search for Task Note Report Edit the Search Criteria as needed:Assigned T...

The Ultimate admin setting enables administrators to set the entire app to be either Ultimate or Classic for all users. If set to Yes, all users will be transitioned to the Ultimate experience, and...

You can now permit a non-admin user (such as an Keap Certified Partner) to modify DKIM settings in your Keap account.Navigate to Users in the Admin section of the main menu. Click the Edit Permissi...

The marketing permissions determine how a user can interact with the campaign builder, broadcast emails, lead sources and the legacy marketing features.Campaign (Legacy)BroadcastsFollow-Up Sequence...

These user profile permissions are used in the administration of Keap to control the ability to access various account level functions. ApplicationActionReportsFulfillmentMobile ApplicationThese pe...

The Calendar permissions determine the ability to view and use the Max Classic calendaring tools to schedule appointments and create tasks. An admin can change these permissions by going to Admin >...

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...