Admin & agent roles
Understand the difference between the various roles inside Keeping.

What are agent roles?

In Keeping, every user is called an "agent." You may also provide admin privileges to an agent if you'd like them to help administer your account. There can only be one billing admin, and its usually the same account you used when you signed up for Keeping.
Feature
Agent
Admin
Billing Admin
Respond to tickets
Assign tickets
Edit Workflows
Manage Knowledge Base
Manage users
Manage mailboxes
Access reports
Edit Integrations
Cancel billing
Update credit card

Billing Admin

There can only be one billing admin for an organization. In addition to the roles of an Admin (below), the Billing Admin can also change the paid subscription for the organization, pause a subscription, or cancel the account (accessed on the account page of Keeping's settings). Please contact [email protected] if you would like to move your billing admin to a different account within your organization.
Please note that you cannot remove or delete a Billing Admin from your organization.

Admin

Admin Agents can perform all the roles of an Agent, as well as add or remove mailboxes or other agents. Admins can also access reports and integrations for the organization.

Agent

An agent can access and update the Knowledge Base for an organization, as well as respond to, assign, create, and open or close support tickets.
Last modified 25d ago