A Keep workspace can hold several people. Everyone works on the same data: the same accounts, alerts, issues, playbooks, surveys and updates. Each person signs in with their own login.
Roles
There are three fixed roles.
- The owner is the account that created the workspace and pays for it. A workspace has exactly one owner, and nobody can change or remove them.
- An admin runs the workspace. Admins cannot touch billing, and cannot change or remove the owner or another admin.
- A member works the accounts. Members can see the settings and integrations but cannot change them.
The server checks every permission, and the database enforces the same rules. Hiding a button is only there for convenience; it is not what protects the data.
How many people
The count includes the owner and any invitations that are still open. The plan price does not change with the team size, because there is no per-seat billing.
When a workspace is at its limit, Invite member is disabled and the page links to the plans. After a downgrade, nobody is removed. Everyone already in the workspace keeps access, and new invitations open up once the team fits the plan again.
Inviting someone
- Go to Settings → Team (Team in the sidebar).
- Click Invite member, enter the email address and pick a role.
- The person gets an email with a link. The link works for 7 days.
To accept, the person signs in with the same email address the invitation was sent to. A forwarded link does not work for anyone else. If the email does not arrive, Keep gives you the link to copy and send another way.
You can resend an invitation (this issues a new link and restarts the 7 days) or revoke it (this frees its seat).
Each person works in one workspace. Someone who already pays for their own Keep workspace has to cancel that subscription before joining another one.
Removing someone
An owner or admin can remove a person from the menu next to their name. Admins can only remove members. Removal is immediate. The accounts that person owned become Unassigned, and everything they did stays in the workspace: issues, notes, playbook runs and history.
An admin or member can also leave on their own, from the bottom of the Team page.
Account owners
Every customer account can have an owner from the team. Set it in the Owner column of Accounts, or at the top of the account’s page. An account without an owner shows Unassigned.
Only active members of the workspace can be picked. Each change (assigned, reassigned, unassigned, or unassigned because the owner left) appears in the account’s Activity.
Team activity
The Team page lists who was invited, who joined, role changes and removals, with who did each one and when. 