How to Assign Seats in Base
Context:
Base is your go-to platform for managing operations seamlessly. Whether it's tracking jobs, managing costs, or streamlining accounts receivable and payable, Base has you covered from the moment a client request is received to the point payment is collected.
Problem :
You’ve purchased the necessary seats for your team on Base, but now you need to make sure each team member has their own seat assigned to them. What’s the most efficient way to do this?
Base’s Solution:
With Base’s user-friendly interface, assigning seats to users is a straightforward process, ensuring that every team member has access to the tools they need for success.
Step-by-Step Guide: Assigning Seats in Base
1. Confirm Your Role:
Make sure you are logged in as the account owner. Seat assignment privileges are typically reserved for account owners or administrators.
2. Accessing Organization Settings:
Navigate to the bottom left corner of the Base dashboard.
Click on the organization selector.
Select the organization for which you want to assign seats.
Choose “Organization Settings”.
3. Navigate to the Billing Tab:
In “Organization Settings”, find and click on the ‘Plan & Billing’ tab.
Here you can see how many seats your organization has available, and how many are currently being used.
4. Assigning the Seats:
Once you have an adequate amount of seats and are ready to assign them, navigate to the “Members” tab
Here you can assign new users to the open seats using either ‘Add new’ button.
Click on “Assign Seats” or a similar option.
Here you will need to fill out the information of the user and invite them. You will also need to select their role in your organization
Once you are ready to invite them, click the ‘Invite Member’ button.
If you have a user already in the system and would like to assign them to a seat, simply click the edit button next to their name
Then assign them to the desired role in your organization
Finally, click the ‘Save Changes’ button to assign them to a seat
Enhancing Your User Management Skills:
You’ve successfully assigned seats to your team members, ensuring that everyone has access to Base. Here are some additional resources to help you manage your users effectively:
Learn about different user roles and permissions in our guide on Setting Up a New User.
If your team is growing and you need to add more seats, check out our guide on How to Assign Seats.
Summary
Assigning seats is a crucial step in ensuring that your entire team can access and benefit from Base’s robust features. By following this guide, you have taken a significant step towards optimizing your team's workflow and efficiency.
If you have any further questions or need additional assistance, don’t hesitate to reach out to our support team. We’re here to help ensure that your experience with Base is nothing short of exceptional. Thank you for choosing Base!