--- title: "Manage Users" slug: "manage-users" description: "This page provides instructions to help administrators create and manage users in Keep." updated: 2026-06-08T10:57:39Z published: 2026-06-08T10:57:39Z canonical: "kb.lasernetgroup.com/manage-users" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Users User accounts define who can access Keep. Each user account defines various aspects of that user’s identity and Keep settings, including the following: - Username - Password - User properties (such as the user’s full name and account expiry date) - Account settings (such as **Bypass login lockout,** which if enabled, prevents Keep from locking the user out after repeated unsuccessful login attempts) - Their role assignment (**Standard User** or **Admin User**) - Their group membership (which can control various aspects of the user’s Keep experience, including which searches and uploads they can access) - Their access to searches and uploads (which can be granted directly to a user, in addition to through group membership) > [!NOTE] > Note > > User authentication and identities are managed by Keep, unless Keep is configured to use single sign-on (SSO) or LDAP. > > > > If using SSO or LDAP, some elements of the Keep user management experience are grayed out or not present. The instructions on this page contain additional information to indicate when this is the case. Also, Keep displays a message to alert you when some controls are grayed out for this reason. ## Navigate to the All Users Page To access the **All Users** page, click **User Management** in the admin menu, then select **Users**. ![The Users admin menu item in Keep](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/manage users menu item.png) ## Find Your Way Around the All Users Page ![A number annotated screenshot of the All Users page in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/find your way around all users page(1).png) | Number | Item | More information | | --- | --- | --- | | 1 | Users | The main area of the page contains a tile for each user. > [!NOTE] > Note > > Keep includes a built-in **admin** user. | | 2 | User tile | Each user’s tile displays their user name, full name (if provided), and group memberships. Click a user’s tile to [edit that user](/v1/docs/manage-users#edit-a-user). | | 3 | Role icon | A person icon denotes a standard user. A crown icon denotes an admin user. | | 4 | Menu button | Click the menu button (three vertical dots) to access the menu for a user definition. You can [delete the user](/v1/docs/manage-users#delete-a-user) or [clone the user](/v1/docs/manage-users#clone-a-user). | | 5 | **Filter users** box | Type here to filter the user list to only those users whose user name or full name contain the text you entered. | | 6 | **New User** button | Click **New User** to begin [creating a new user in Keep](/v1/docs/manage-users#add-a-user). > [!NOTE] > Note > > In LDAP and SSO enabled systems, this button is not present because Keep automatically creates users. | | 7 | **Extended Properties** button | Click **Extended Properties** to define [extended properties for users](/v1/docs/manage-extended-properties). You can provide values for extended properties when you [add](/v1/docs/manage-users#add-a-user) or [edit](/v1/docs/manage-users#edit-a-user) a user. | ## Add a User To add a user to Keep, follow this process: 1. [Create a new user](/v1/docs/manage-users#1-create-a-user). This involves setting basic properties (such as **Username**) and making appropriate selections for various account settings. 2. [Specify the user’s password](/v1/docs/manage-users#2-specify-the-users-password). This includes entering their password and making appropriate selections for password-related settings. 3. [Specify the user’s role and (if relevant) their group memberships](/v1/docs/manage-users#3-specify-the-users-role-and-group-memberships). 4. [Specify the user’s access to search and upload configurations](/v1/docs/manage-users#4-specify-the-users-access-to-search-and-upload-configurations). 5. [Save the new user](/v1/docs/manage-users#5-save-the-new-user). For step-by-step instructions, see the following sections. > [!NOTE] > Note > > In LDAP and SSO enabled systems, Keep automatically creates users. As a result, in these systems, you cannot manually add a user to Keep. > > > > To edit an automatically created user, see [Edit a User](/v1/docs/manage-users#edit-a-user). ### 1. Create a User To begin the process of adding a user, click **New User** on the **All Users** page. The **Add User** page opens. ![The New User button on the All Users page in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add new user(1).png) The **Add User** process is a straightforward page-by-page experience. A progress indicator shows you how far through the process you currently are. Click **Next** and **Prev** (in the upper-right corner) to navigate between pages of the process. Click **Cancel** to discard the new user and return to the **All Users** page. ![The Add User process including the Next, Prev, and Cancel buttons and the progress indicator.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/create new user.png) The process begins at the **Basic Details** stage of the process. To complete this page, follow these steps: 1. Enter a **Username**. The user enters this username when they log in to Keep. Usernames cannot contain spaces. 2. **Optional:** Enter the user’s **Full name** and **Email** address. 3. **Optional****:** Enter an **Account expiry date** for the user account. 4. If [extended properties](/v1/docs/manage-extended-properties) have been defined for Keep users, they appear below the expiry date. Provide values for any extended properties that are displayed. 5. In the **Account Settings** area, make appropriate selections for the settings - **Bypass login lockout:** If selected, the user is not locked out after multiple unsuccessful login attempts. > [!NOTE] > Note > > The attempt limit for this lockout is configured in the [Keep server settings](/v1/docs/lasernet-keep-server-settings). - **Bypass document security:** If selected, Keep does not apply document access verification to the user when the [Document Access Control setting](/v1/docs/lasernet-keep-server-settings#security-settings) is turned on. As a result, the user can access any document in the archive. This setting is generally used for user accounts created as part of third-party system integrations with Keep, where the user identity is used to make requests through interfaces such as the Keep REST API. - **Disable login:** Prevents the user from logging in to Keep. When you create a new user, you might want to disable the user’s account until you are ready for them to use it. - **Reset incorrect login count:** If the user has made one or more unsuccessful login attempts, select this checkbox to reset the unsuccessful login count to zero. 6. Click **Next**. ### 2. Specify the User’s Password The **Password** stage of the process enables you to specify a password for the user and make appropriate password settings. ![The Password page of the Add User process in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add user password(1).png) On the **Password** page, follow these steps: 1. Enter a password for the user into **New password** and **Confirm password**. > [!NOTE] > Note > > The [Keep server settings](/v1/docs/lasernet-keep-server-settings) specify which password rules are applied. For example, minimum and maximum password length, restrictions around the use of repeated characters within a password or the reuse of recently used passwords, and restrictions around password content (such as requiring that passwords contain uppercase and lowercase characters). 2. In the **Password Settings** area, make appropriate selections for the settings: - **Update on next login:** If selected, the user must change their password themselves when they next log in to Keep. - **No password expiry:** If selected, this user’s password will not expire. The [Keep server settings](/v1/docs/lasernet-keep-server-settings) specify whether password expiry is enabled (system-wide) and how many days the password expiry period is. 3. Click **Next**. ### 3. Specify the User’s Role and Group Memberships The **Roles and Groups** stage of the process enables you to assign a role to the user and grant them group memberships. ![The Roles and Groups page of the Add User process in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add user roles and groups(1).png) On the **Roles and Groups** page, follow these steps: 1. In the **Roles Settings** area, select which roles the user has. - Because every user must have at least the standard user role, the **Standard User** checkbox is automatically selected and cannot be cleared. This role enables a user to log in to Keep. However, this role does not grant the user access to any upload and search configurations; access to these must be granted separately. - To specify that the user is a Keep administrator, select **Admin user**. An admin user has access to the Keep admin menu, can create search and upload configurations, and can change important system settings. 2. In the **Groups** area, select the groups or subgroups that you want the new user to be a member of. 3. Click **Next**. ### 4. Specify the User’s Access to Search and Upload Configurations The **Search & Upload** stage of the process enables you to grant the user access to particular search and upload configurations. > [!NOTE] > Note > > If an internal user has a Document ID, they can use the Keep REST API to view and download that document, regardless of their access permissions. When [Document Sharing](/v1/docs/search-the-archive#share-documents-with-external-users) is enabled, they can also share that document with external users. To enforce document access verification on all API requests, turn on the Document Access Control in the [Keep server settings](/v1/docs/lasernet-keep-server-settings#security-settings). ![The Search and Upload page of the Add User process in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add user search and upload options(1).png) On the **Search & Upload** page, select the searches and uploads that you want the user to be able to access. The page is organized into **Searches** and **Uploads** sections. Follow these steps: 1. Review the user’s default access settings for each configuration: - **User has no access:** The **Access via direct assignment** checkbox in the configuration’s tile is not selected. - **User has access through their group membership:** The configuration’s tile contains **Access via a group** and then displays the name of a group that the user is a member of. In this scenario, the user is granted access because either that group has access to the configuration, or it is a subgroup of a group that has access. 2. Click a configuration’s tile to modify the user’s access to that search or upload: - **If the user has no access:** Click the tile to assign them direct access. - **If the user has directly assigned access:** Click the tile to remove their directly-assigned access. They revert to either no access, or access via a group (if configured). - **If the user has access through their group membership:** Click the tile to assign them directly-assigned access. If they have directly-assigned access, they will retain access to the search or upload if they are removed from their group. ### 5. Save the New User To complete the **Add User** process, click **Finish**. The user is now available on the **All Users** page. > [!WARNING] > Warning > > The work you have done to create the new user is not saved until you click **Finish**. ## Edit a User You can make changes to an existing Keep user. To edit a user, navigate to the **All Users** page, and then click the tile of the user that you want to edit. ![A user's tile on the All Users page in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/selected user tile(2).png) The **Edit User** page opens. ![The Edit User page for a Keep user with the content of the Basic Details tab displayed.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit user(4).png) ### Edit Basic Details To edit basic details, user extended properties, and account settings, click the **Basic Details** tab, and then follow these steps: 1. Update **Full name**, **Email**, and **Account expiry date**. > [!NOTE] > Note > > You cannot change the **Username** of an existing user. > [!NOTE] > Note > > In LDAP and SSO enabled systems, you cannot change the **Full name** or **Email** of a user, and **Account expiry date** is not present because it is not applicable. 2. If [extended properties](/v1/docs/manage-extended-properties) have been defined for Keep users, they appear below the expiry date. Update the values for any extended properties that are displayed. 3. Change settings in the **Account Settings** area. 4. [Save your changes](/v1/docs/manage-users#save-your-changes-after-editing-a-user). ### Edit Password or Password Settings > [!NOTE] > Note > > In LDAP and SSO enabled systems, user authentication and passwords are managed by an external system. For this reason, the **Password** tab is not present in those Keep systems. To edit a user’s password or change their password settings, click the **Password** tab, then follow these steps: 1. To change the user’s password, click **Change password**, then enter a new password in the **New password** and **Confirm password** boxes. > [!NOTE] > Note > > The [Keep server settings](/v1/docs/lasernet-keep-server-settings) specify which password rules are applied. For example, minimum and maximum password length, restrictions around the use of repeated characters within a password or the reuse of recently used passwords, and restrictions around password content (such as requiring that passwords contain uppercase and lowercase characters). > [!NOTE] > Note > > To change their own password, a user can click **Change Password** in Keep’s **Account Info** pane. 2. To change password settings for the user, change the settings in the **Password Settings** area. 3. [Save your changes](/v1/docs/manage-users#save-your-changes-after-editing-a-user). ### Edit Role and Group Membership Click the **Roles and Groups** tab, select the roles and groups you want to assign to the user, and then [save your changes](/v1/docs/manage-users#save-your-changes-after-editing-a-user). If the user is a member of a subgroup, they are regarded as a member of the parent group too. The **Groups** area indicates if this is the case for the user that you are editing. For more information about this task, see [Specify the User's Role and Group Memberships](/v1/docs/manage-users#3-specify-the-users-role-and-group-memberships). > [!NOTE] > Note > > In SSO-enabled systems, roles and group memberships are managed by an external system. As a result, you cannot assign roles or modify group memberships for Keep users. In these Keep systems, instead of a **Roles and Group** tab, the **Edit User** page contains a **Groups** tab. On this tab, you can view the user’s group memberships but you cannot modify them. > > > > In LDAP-enabled systems, you can manage a user’s role and group memberships in Keep. However, depending on Keep’s LDAP configuration, data changes made in the external system that authenticates users might automatically update users’ role and group memberships in Keep. ### Edit Search and Upload Configuration Assignment To change which search and upload configurations the user has access to, follow these steps: 1. Click the **Search & Upload** tab. ![The Search and Upload tab of the Edit User page of Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit user search and upload options(1).png) 2. Review the existing access settings for each configuration: - **User has no access:** The **Access via direct assignment** checkbox in the configuration’s tile is cleared. - **User has directly assigned access:** The **Access via direct assignment** checkbox in the configuration’s tile is selected. - **User has access through their group membership:** The configuration’s tile contains **Access via a group** and then displays the name of a group that the user is a member of. In this scenario, the user is granted access because either that group has access to the configuration, or it is a subgroup of a group that has access. 3. Click a configuration’s tile to modify the user’s access to that search or upload: - **If the user has no access:** Click the tile to assign them access. - **If the user has directly assigned access:** Click the tile to remove their directly-assigned access. They revert to either no access, or access via a group (if configured). - **If the user has access through their group membership:** Click the tile to assign them directly-assigned access. If they have directly-assigned access, they will retain access to the search or upload if they are removed from their group. 4. [Save your changes](/v1/docs/manage-users#save-your-changes-after-editing-a-user). ### Save Your Changes After Editing a User To save your changes to the user, click **Save Changes**. To discard your changes (without returning to the **All Users** page) so that you can start again on the tab you are currently using, click **Reset Tab**. To discard your changes and return to the **All Users** page, click **Cancel**. ![The Cancel, Save Changes, and Reset Tab buttons on the Edit User page of Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit user options.png) ## Delete a User To delete a user, follow these steps: 1. Click the menu button (three vertical dots) on their tile on the **All Users** page. 2. Select **Delete**. 3. In the **Delete User** window, click **Confirm**. > [!NOTE] > Note > > For information about preventing an existing user from accessing Keep, see [Remove a User's Access to Lasernet Keep](/v1/docs/remove-a-users-access-to-lasernet-keep) to learn about all the options that are available to you. > [!NOTE] > Note > > In LDAP and SSO enabled systems, you cannot delete users. ## Clone a User You can use the current setup of an existing user to create a new user. To do this, you clone an existing user. The new user will have the same role assignments, group memberships, search and upload access, and extended property values as the user they were copied from. To clone a user, follow these steps: 1. On the **All Users** page, click the menu button (three vertical dots) on the tile of the user that you want to clone. 2. Select **Clone**. 3. The **Clone User** process begins. This process is identical to the **Add User** process, except that the new user’s settings match those of the cloned user. Make any necessary adjustments to the settings. You must also enter a user name and password for the new user. Usernames cannot contain spaces. 4. To complete the process and save the new user, click **Finish**. Keep returns to the **All Users** page, which contains the new user. > [!NOTE] > Note > > In LDAP and SSO enabled systems, you cannot clone users.