Basil: Types of Users

Basil includes several types of users, each defined by their intended use and associated permissions. Below is an overview of each user type and role.

User Types:

Account Owner

The Account Owner is the user who initially signs up for a Basil account. They can add Team Members and Clients and have full control over account settings.

The Account Owner is billed for:

• Their own seat
• Any extra storage purchased purchased
• eSignatures with KBA enabled
• All active Team Members on the account

Team Member

Team Members are employees or consultants who work with or for the Account Owner.

They can be granted access to Client Workspaces and Firm Workspaces. Team Members are assigned roles (Admin, Regular, Consultant, or custom defined roles), each with specific permissions.

Adding Team Members increases your Basil subscription cost.

Consultant

Consultants are a type of Team Member role with flexible billing and access control.

• Consultants can be activated or deactivated as needed
• When deactivated, they cannot access Basil and are not billed
• When activated at any point during a billing period, they are billed for that month

This is ideal for seasonal or occasional users.

To activate or deactivate a Consultant:

• Go to the People tab > Team Members
• Click the three-dot menu next to the user

Up to 10 Consultant-type roles can be configured under Roles And Permissions in Settings.

Primary User

The Primary User is typically the main point of contact at the client organization (e.g., business owner or authorized representative).

Primary Users can:

• Create Workspaces
• Invite additional Client Users
• Access all content in their External folders

Adding a Primary User does not increase your Basil cost.

Client Admin

Client Admins, by default, have access to the contents of the External Folder of all workspaces listed under the client, just like Primary Users.

They can:

• Access External folders across all client workspaces
• Invite additional Client Users
• Delete files
• Manage workspaces

These users are typically trusted employees designated by the Primary User.

Client Users

Client Users are any users who may work with or consult with your Client and need access to documents located in only that particular Client’s External Folders.

They:

• Can access files in assigned External folders

Adding Client Users does not increase your Basil cost.

 

 

Team Member Roles:

The following roles have default permissions but can be customized through the Settings section of Basil (https://basil.coraltreetech.com/settings) by the Account Owner.

Admin

Admin Team Members have access to most of the functions as the Account Owner. 

They can:

• Access all Clients and Firm Workspaces
• Add or remove Team Members (except the Account Owner)
• Create and manage Clients and Workspaces
• Manage Client Users

Team Members with Admin permission can be invited using any email domain. (Please note that the title of this Role can be changed by the Account Owner under their “Settings” menu.)

Regular

Regular Team Members have limited access and need to be invited to a specific Client’s Workspace. 

They:

• Must be invited to specific Client Workspaces
• Can add, edit, and delete files within assigned Workspaces

Team Members with Regular permission can be invited using any email domain. (Please note that the title of this Role can be changed by the Account Owner under their “Settings” menu.)

Consultant

Consultants by default have less permissions to Workspaces than Regular Team Members. 

They:

• Can only access assigned Workspaces
• Can add, edit, and delete files within those Workspaces
• Have access to both Internal and External folders (based on permissions)

Custom Roles

The Basil Account Owner can create a custom role and assign it to specific Team Members. Instructions on how to do this can be found on the Customize User Role Permission page.

 

Client User Roles:

Client Users

Client Users with the default role can:

• Access External folders in assigned Workspaces
• Upload files
• Delete files they uploaded

They cannot:

• Invite other Client Users
• Delete files uploaded by others

Custom Roles

The Basil Account Owner can create a custom role and assign it to specific client users. Instructions on how to do this can be found on the Customize User Role Permission page.