Basil: 'My Firm' Workspace Setup

Account Owners can use Basil to set up their own working spaces, separate from Client working spaces. These working spaces are called 'My Firm' Workspaces in Basil.

Creating a 'My Firm' Workspace

1. Click the ‘Files’ tab, then the ‘My Firm’ subtab.
2.  Next, click the '+ Add' button. Enter the name of the Workspace, and click 'Add'.
   
   
3. You will now see the Workspace listed on the ‘My Firm’ screen. Clicking on the Workspace 3-dot menu and ‘Share’ option will take you to the list of Team Members who have access to it. 
   
   
    You can give access to existing Team Members by clicking on the '+ Add ' button. You have successfully created a 'My Firm' Workspace and invited any Team Members who need access. 
   

Creating ‘My Firm’ Workspace Folder(s)

In order to save files in your new ‘My Firm’ Workspace, you need to create folders. To create at least one folder:

1. Navigate to the ‘Files’ tab and select the ‘My Firm' subtab. Then click on the name/icon of your new Workspace to view its folders. Clicking the ‘+ Add’ button will allow you to create a folder.
   
   
2. Enter the folder name and click ‘Add’.
3. The new folder will show and be clickable from the ‘My Firm' Workspaces screen. Click the folder name/icon to get inside the folder.