Guide to Joining an Existing Workspace on Base SaaS
Context:
Base streamlines workflows, from receiving client requests to executing services, invoicing, paying vendors, and managing AR and AP, Base has got it all covered.
Introduction: Seamlessly Integrating into Your Team’s Workflow
1. The Challenge:
You’ve joined a team that’s already utilizing Base for their project management needs, and you need to get up to speed and integrated into their existing workspace quickly.
2. Base’s Solution:
Base is engineered to identify existing organizations within your company's domain, facilitating a smooth and straightforward process to join your team’s workspace without the hassle of setting up from scratch.
Step-by-Step Guide: Joining an Existing Workspace
1. Account Creation:
Begin by creating a new account on Base.
Ensure you use your work email address; this is crucial as Base utilizes this to detect and link you to existing organizations.
You will receive an email verification link
Click the ‘Verify Email’ button to be redirected back to Base
2. Discovering Existing Organizations:
Base will automatically search for any existing organizations linked to your company’s domain.
If any are found, they will be displayed for you to see. Click on the ‘Join’ button to join your organization
3. Requesting Access:
Choose the relevant organization you wish to join.
Send a request for access to the admin or owner of that workspace.
4. Getting Started:
Once your request has been approved, you’re all set to dive in and start contributing to your team’s projects.
Additional Information and Support
1. Troubleshooting:
In cases where the original admin or owner is no longer available or if your organization has ceased using Base, don’t hesitate to reach out to our support team at [email protected]. We are here to assist you promptly and efficiently.
Extend Your Learning: Base 101
Take advantage of Base 101, a comprehensive guide designed to familiarize you with the different records and functionalities within Base, ensuring you make the most out of your experience.
Summary
Joining an existing workspace on Base has never been easier. With this guide, you are now equipped with the knowledge to integrate into your team’s workflow, ensuring you can hit the ground running and contribute to your projects effectively. Expand your understanding of the platform, and unlock your full potential on Base. Welcome to the team!