Basil: How do I share a Client in Basil?

This article is intended users under the Basil Advanced plan. Basil Simple users can refer to this article.

To share a Client, click the 3 dot menu for the Client. If there is no Primary User, click the 'Edit' button to add/update the Primary User. Please note that you can add one Primary User for the Client and they will have automatic access to all the workspaces added to the Client. Otherwise, click on the "Share" option and you will see the Client Users and Team Member categories for the client's default Workspace. Click on the category of the user needed and then click the "+Add" option in the top right.