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User Access Control
Taylor Wise avatar
Written by Taylor Wise
Updated over a week ago

Managing User Permissions


Base handles everything from client requests and job tracking to cost management, invoice processing, vendor payments, and receiving payments. With Base, it's all streamlined for your convenience.

Protect Your Data and Operations

1. The Challenge:

In any organization, it is crucial to regulate user access and permissions. This protects critical data and ensures that only authorized personnel have necessary control. It also minimizes the risk of errors or misconduct.

2. Base’s Solution:

With Base's enterprise-level user permission capabilities, you can assign and manage user access, ensuring that every member of your team has right amount of functionality they need to excel in their roles, without compromising the security and integrity of your data.

Step-By-Step Guide: User Permissions

1. Navigating to Organization Settings:

  • Click on your organization’s name located at the bottom left corner of your screen.

  • Select “Organization Settings”.


2. Managing Members:

  • Click on "Members". Here you can choose to either add a new member

  • or update an existing member’s permissions.


3. Assigning User Types:

  • Owner: The global admin of the organization, usually handling payments & SaaS billing management.

  • Admin: A superuser within your organization with extended responsibilities.

  • Member: A standard user with basic permissions, limited in terms of updating users or settings.

  • Guest: Exclusively for external users, with scoped access, potentially limited to specific company data within your organization.


4. Detailing Feature by Modules Section:

Assigning permissions to different modules is as simple as selecting the module, then using the check boxes to indicate the level of permission needed.


Below are the different types of permissions

  • Can Read: Users can view records without the ability to make edits.

  • Can Edit: Users can modify records and archive data, but cannot recover data.

  • Can Admin: Users gain the ability to recover archived data.

  • Table Config: Users can add or remove custom fields for the selected feature.


5. Toggling Simple Features:

  • Some features might present a simple toggle switch, indicating straightforward functionalities that do not necessitate record manipulation.


6. Saving Your Settings:

  • After assigning the appropriate permissions, save your changes. Remind the user to log out and log back in to apply the updated settings.


Critical Notes and Concluding Steps:

Important Reminder:

Only users with Owner or Administrator permissions have the authority to update user permission settings. Additionally, user settings are organization-specific, necessitating separate configurations for users involved in multiple organizations.

Next Steps:

Now that you've mastered user permissions, why not broaden your knowledge?

  • Adding More Users or Members: Understand the process of expanding your team using our guide on Adding New Users.

  • Guest User Insights: Learn more about managing guest user permissions here.

In Conclusion:

Become a Base user permissions pro for data integrity and operational efficiency. This guide helps you optimize user access, ensuring a secure organization-wide experience.

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