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- FAQs: Adding Clients
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Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
How do I share a Client Workspace?
To share a Client Workspace, click the Client to see the Workspaces. Click the 3 dot menu for the Workspace, and select Share. You can view the Team Members and Client Users who have access to the Workspace already. Click the + Add button in each category to add a new Client User or add an existing Team Member. Please note that Team Members added to the Workspace will have access to the contents of both the Client Documents (External) and the Client Documents (Internal) folders. Client users added to the Workspace will have access to the contents of the Client Documents (External) folder only.