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Last Updated: 04/08/2021 in Administration User Management
You can add new users, deactivate users, add Partners, and edit permissions for your current user profiles
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Last Updated: 03/19/2021 in Administration User Management
New application users that are added to the app will receive an email invitation to set up an Keap user
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Last Updated: 07/29/2020 in Administration User Management
the user profile for another user. … Deactivate a user profile Navigate to Admin > Users. … Cancel a new user invitation Navigate to Admin > Users.
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Last Updated: 03/19/2021 in Administration User Management
Navigate from the Keap menu to Admin and click Users. Click the Add Users button. … The new user will receive an email invitation to set up an Keap user account. … A results page confirms that you added a user.
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Decrease your contact or user limit You can reduce the quantity of additional contacts or users you have … As your business grows, you may want to upgrade your account to a newer edition, add user (employee) … In order to completely remove all additional contacts or users, please contact Keap .
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Last Updated: 04/14/2021 in Administration User Management
You may have users in your application that need different permissions based on their job title or function … Max Classic makes it easy to set and even clone these permissions to other users saving you time and
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Last Updated: 04/23/2020 in Administration User Management
Note: Click here if you want to delete (deactivate) a user. Go to Admin > Users. … Select Inactive from the drop-down to quickly locate the user that you want to reactivate. … Click the user name (link). Scroll down and click Activate. The account is reactivated.
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The user permissions are related to setting up and managing other users. … To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you … The user will still be able to edit their own user profile.
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Remove a user from a user group Navigate to the user profile under the User Group tab as shown above … Add users the to Admin or Sales Rep groups Navigate to Admin > Users . … Click the name of the user you would like to edit. Click the User Groups tab.
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Last Updated: 11/02/2021 in Getting Started
Store files in Max Classic Learn how to upload and store files for all users on your account and how
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Last Updated: 07/27/2020 in Administration User Management
Note: Partner users do not use or require a user license from the app. … Add a partner user profile Navigate to Admin > Users . Click Add Partner. … or Partner should be added as an Admin with full access to the application or a standard additional user
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You will find your current plan and pricing with upgrade options to increase your contacts, add user,
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other users. … next to the user name. … If it is set to No , the user will not be able to view the calendar for the specified user.
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Last Updated: 05/15/2023 in Administration Admin Reports
The task note report allows you to view pending and completed tasks for all users in your application
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jobs assigned to all users. … As an admin, go to Admin > Users in the main menu. … Can see other users : This permission controls the ability to view the list of users throughout the system
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Last Updated: 04/14/2021 in Administration User Management
A user team consists of "managers" and "users". … both managers and users by selecting the user and clicking the double arrows to move them Once you … You can utilize user teams when setting up round-robins in Max Classic.
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To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user that … If this permission is set to No , the user will not be able to change the assigned user for any contact … are not assigned to any of your users.
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Global permissions do not apply to users who are added to the Admin user group - permissions for users … Click on User in the User Settings menu. Click on the Global Permissions link. … When you add a new user to Max Classic, the system automatically grants them global permissions.
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To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you … These permissions determine how a user can interact with company records. … If this permission is set to No , the user will not be able to view any company records.