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Basil: How can the Account Owner create Workspaces for their Firm?

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This article is intended users under the Basil Advanced plan. Basil Simple users can refer to this article.

Account owners can use Basil to set up their own Workspaces, separate from Client Workspaces. To create a Workspace for your firm, click the ‘Files’ tab, then the 'My Firm' sub tab, and click the '+Add' button. Enter the name of the Workspace, and click 'Add'.