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  • What is Keeping?
  • Getting Started
    • Quick start for admins
    • Quick start for agents
    • Using Keeping in Gmail
    • Keeping and your customer
    • Keeping for Chrome
    • Keeping for Safari
  • Fundamentals
    • Mobile & web access
    • Converting an email to a ticket
    • Using Templates
    • Changing ticket status
    • Assigning a ticket
    • Editing ticket recipients
    • Moving a ticket
    • Sharing a ticket
    • Using tags
    • Enable an autoreply
    • Creating a new ticket
    • Collision detection
    • Email signatures
    • Private notes
    • Activity log
    • Managing spam
    • Shared drafts
    • Agent Availability
  • Setup
    • Installing the Chrome Extension
    • Installing the Safari Extension
    • Integrations
      • Asana
      • ClickUp
      • HubSpot
      • Jira
      • Linear
      • Shortcut
      • Shopify
      • Zapier
    • Connecting a mailbox
      • Sign in with Google
      • Connect a Google Group
      • Connect a Gmail Alias
      • Forwarding your mailbox
      • Custom domains
      • Connect a web form
      • Disconnecting a mailbox
    • Inviting users
    • Admin & agent roles
    • Manually updating the Extension
  • Workflows
    • What are Workflows?
    • Creating Workflows
    • Workflow conditions
    • Workflow actions
    • Round Robin assignment
  • Service Level Agreements
    • What are SLAs?
    • Creating an SLA
    • SLA conditions
    • SLA actions
  • Satisfaction Ratings (CSAT)
    • What are CSAT Ratings?
    • Enabling Satisfaction Ratings
    • Customizing the CSAT widget
    • CSAT Reports
  • Reporting & Analytics
    • What are Reports?
    • Classic Reports
      • Setting work schedules
      • First response time
    • Advanced Reports
      • Team performance
      • Agent performance
      • Ticket statistics
      • Message statistics
      • Export to CSV
  • Preferences
    • Reversing conversation order
    • Pushing tickets into inbox
    • Hiding the Keeping toolbar
    • Close & Next
    • Personal Inbox Signature
    • Notifications
      • Desktop Notifications
      • Browser permissions
      • Inside Gmail
    • Set your business hours
  • Account & Plans
    • Adding and removing paid seats
    • Changing billing plans
    • Changing organization name
    • Updating your billing information
    • Pausing your subscription
    • Cancelling your subscription
  • Troubleshooting & FAQs
    • Toolbar Not Refreshing
  • Security and Privacy
    • Security & Privacy Practices
    • Google Permissions
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On this page
  • What are agent roles?
  • Billing Admin
  • Admin
  • Agent
  1. Setup

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 support@keeping.com 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.

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Last updated 1 year ago

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