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Basil: Inviting Team Members to a Client or Firm Workspace

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Team Members and Consultants have to be granted access to each Client’s Workspace and My Firm Workspaces before they can view and edit their contents. By default, only Admin Team Members have access to all Client Workspaces (but not My Firm Workspaces), however these defaults can be adjusted.

Note: A Team Member must be added to your account before you can invite them to access a specific Client's Workspace and/or your own Firm’s Workspace. Please view the following help guide if you need to add a Team Member to your Basil account: Add Team Members in Basil.

Adding Team Members to a Client’s Workspace

  1. Click the ‘People’ tab at the top of your Basil account and then select the ‘My Clients’ subtab. 
  2. Find the Client’s icon/name that owns the Workspace you wish to invite Team Members to. Click on the 3-dot menu of that Client.
    1. View the following help guide if you need to add a Client to your account: Add Clients in Basil.
  3. Click the 'Share' option.
  4. This will take you to the list of users that have access to the Client’s default Workspace.
  5. Select the ‘Team Members’ tab.
  6. Click the ‘+ Add’ button.
  7. A pop-up window showing Team Members you can invite to the Workspace will appear. Check the box for the Team Member(s) you wish to invite and click the ‘Add’ button.

Please note: by default each Client will have one default Workspace to invite users to. If a Client has more than one Workspace, you can choose which Workspace to invite Team Members to by clicking the Workspace dropdown menu to select the appropriate Workspace.

You can also add Team Members from the “Files” section similarly. To do this, navigate to the “Files” tab, and find the Client you wish to add Team Members to. Next, click on their 3-dot menu and select 'Share'.

Note: If the Team Member you need to invite is not listed here, you will need to invite them to your Basil account by following the steps outlined in this help guide: Add Team Members in Basil.

Adding a Team Member to Your Firm’s Workspaces

Similar steps can be taken to add a team member to your Firm’s Workspaces. If you have not yet added a Workspace for your Firm, you may view the following help guide for instructions: 'My Firm' Workspace Setup.

  1. Click the ‘Files’ tab at the top of your Basil account and then select the ‘My Firm’ subtab. 
  2. You should now see all of your Firm’s Workspaces. Find the Workspace you wish to add Team Members to and click on the 3-dot menu and select 'Share'.
  3. This will take you to the list of Team Members that have access to this Workspace.
  4. Click the ‘+ Add’ button.
  5. A pop-up window showing Team Members you can invite to the Workspace will appear. Check the box for the Team Member(s) you wish to invite and click the ‘Add’ button.

Granting a Role Access to all Client or My Firm Workspaces

The Account Owner can adjust permissions to allow default access to all Client Workspaces or My Firm Workspaces for specified Team Member or Consultant roles by going to Settings > Roles And Permissions > Category: People > Default Access. For example, clicking the ‘All Client Workspace’ checkbox for a role will make all Clients show when they go to the People tab, and unchecking it will remove access to all Clients for that role.