How to Add and Manage Guest Users in Base
Context:
Base stands out by offering a comprehensive solution to track jobs, manage costs, and handle both Accounts Receivable (AR) and Accounts Payable (AP) seamlessly. A unique feature within Base is the ability to add and manage guest users, ensuring that external stakeholders can be part of your workflow without consuming additional user licenses.
Navigating Guest Access in Base
Problem:
Understanding how to efficiently provide and manage guest access within Base is crucial, especially when dealing with external stakeholders or collaborators. The process might seem complex, but with the right guidance, it becomes a breeze.
Base’s Solution:
Base simplifies the addition and management of guest users, ensuring they can contribute to your workflow while not occupying a full user seat. This guide will walk you through the steps to add, configure, and manage guest users on the Base platform.
Step-by-Step Guide to Adding and Managing Guest Users
1. Starting Point:
Navigate to the organization selector at the bottom left corner of Base.
Select the organization where you want to add the guest user.
Click on “Organization Settings”.
2. Accessing Members Tab:
On the Organization Settings page, ensure that you are on the “Members” tab.
This tab houses the members table where all users, including guests, are listed.
3. Adding a New Guest:
Click on the “Add New” button found at the top or bottom of the members table.
A form will appear for you to fill out the new member's details.
4. Configuring Guest Details:
Fill out the necessary information as you would for a new user.
Under “Role”, select “Guest”.
Toggle on the option to restrict job visibility if needed. This will present additional options to select which client's jobs they can access.
Set up the Module Permissions as per the guest’s requirements using the appropriate checkboxes. Please note that guest users can only be given read access
5. Inviting the Guest:
Once all information is filled, click ‘Invite Member’.
The guest will receive an invitation to join your organization on Base.
6. Managing and Editing Guest Details:
To edit guest details, navigate back to the ‘Members’ tab in Organization Settings.
Locate the guest user and click the ‘edit icon’ next to their name.
Make the necessary changes and save.
If you need to archive the guest, click on the ‘Archive Button’ to sever their access.
Additional Resources
Now that you've successfully learned how to add and manage guest users in Base consider checking out these additional guides to further your knowledge:
How to Add New Users: Lear about adding regular users to your organization.
Different Kinds of Base Users: Learn about the various user roles and what each can do.
How to Add Guest Users: Learn about adding and managing guest users.
Summary
With this comprehensive guide, Base makes managing guest users easy. Whether it’s for collaboration with external parties or temporary access, you now have the knowledge to add, configure, and manage guest users confidently.
If you have any further questions or need additional assistance, our support team is ready and willing to help.