Basil: Types of Users

Basil utilizes several types of users, and these are defined primarily by their intended use scenario and permissions. Below is a brief summary of each type of user Basil employs.

User Types:

Account Owner

An Account Owner is the user who initially signs up for an account on Basil. Account Owners can then add Team Members and Clients. They will be billed for themselves, any extra storage purchased, any eSignatures with KBA enabled, plus the number of Team Members added to their account.

Team Members

Team Members are company employees and consultants who work with/for the Account Owner. The Account Owner can invite Team Members to access both the Client Workspaces and Firm Workspaces. Team Members can be added with different Roles including Admin, Regular, or custom-defined roles (each Role is defined below).

Primary User

The individual you work with, the owner of the business you are working with, or the person who has a high level of authority over the corporation and all its subsidiaries is considered the Primary User. The Primary User has permission to create Workspaces, invite additional Client Users, and access all contents of their External Folder.

Client Users

Client Users are any users that are not a member of your Firm (Team Member) who may work for/with or consult with your Client and needs access to documents located in the Client’s External folder. 

Team Member Roles:

Regular

Regular Team Members have limited access and need to be invited to a specific Client’s Workspaces. They can only add/edit/delete files and folders for the Clients they are assigned to. 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.)

Admin

Admin Team Members will have automatic access to all Clients and Account Owner Firm Workspaces. They have permission to add/delete Team Members (but cannot delete the Account Owner), Clients, Workspaces, and Client Users. (Please note that the title of this Role can be changed by the Account Owner under their “Settings” menu.)

Client User Roles:

Client Users

Client Users marked Regular have access to the contents of the External folder of the Workspaces assigned to them, but do not have permission to add additional Client Users or delete files uploaded by other users. They have permission to delete only the files uploaded by themselves.  (Please note that the title of this Role can be changed by the Account Owner under their “Settings” menu.)

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.