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Basil: Customize User Role Permissions

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On the Basil platform, you have the ability to set granular permissions for different types of user roles. You can do this for team members, consultants, client users, and custom roles.

To access role permissions, click on your User Profile menu in the top-right corner and select the settings option.

From there, click 'Roles And Permissions' to expand the section, select the role category (Team Member, Consultant, or Client), and select the Category.

Adjust Role Permissions

You can modify the permissions of each Role by checking or unchecking the associated function in each Role’s column. Please note: grayed-out boxes indicate permissions that you cannot toggle as they may belong to the highest level Roles (Account Owner, Primary User) and cannot be altered or they cannot be edited at all.

 

Please note: grayed-out boxes indicate permissions that you cannot toggle as they may belong to the highest level Roles (Account Owner, Primary User) and cannot be altered, or they cannot be edited at all.

You can also rename each role to your liking by clicking on the pencil icon or delete a role by clicking on the trash can icon below the name.

Break Down of Permission Categories

Category: Home

  • Dashboard
  • Charts

Category: People

Category: Files

Category: Signatures

Category: Tasks

Category: Timesheets

Category: Invoicing

Category: Reports

Category: Forms

Category: Billing

Category: Tags

Create Custom Role

Basil provides you with three adjustable roles by default, the 'Team Admin', 'Team Regular', and 'Consultant' roles.  You can adjust these as you need or you can add a custom role of your own by pressing the '+Add' button to the right. 

A pop-up will appear for you to name the new role.  Once it’s named, it will appear in the list with your other roles.  The new role starts with absolutely NO permissions so you will need to set them manually with each permission the new role needs to have.  Once done, click on the “Save” button at the bottom.

These same procedures also apply to creating a new custom role for Client Users as well.

Please note: you can only create one custom role for Team Members and one other custom role for Client Users.  No additional roles can be created at this time.

Switch Existing Team Member's Role

To switch an existing Team Member’s role, first locate the user’s contact information in the ‘People’ tab and on the ‘Team Members’ subtab. 

Click the 3-dot menu of the user whose role needs to be switched and select 'Edit'.

On the pop-up window, go to “Role” and select the desired role from the drop-down list.  Once the new role is selected press the “Update” button to confirm the role change and give them the new permissions set.

Please note users cannot be switched to or from the Consultant role

Switch Existing Client User's Role


To switch an existing Client User’s role, go to the ‘People’ tab, click the ‘CRM’ button on the right, locate the Client User, click the three-dot button under the Actions column, and select ‘Edit’. 

Select the new role from the Role dropdown menu and click ‘Update’.

Alternatively, you can edit the role from the ‘People’ tab and the ‘My Clients’ subtab. Click the 'Share' option of each client's 3-dot menu, then click the 3-dot menu of the user whose role needs to be switched, click ‘Edit’, adjust their Role using the dropdown, then click ‘Update’.