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- FAQs: Adding Owner Firm
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Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
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How do I share a Workspace with Team Members in Basil?
To add a Team Member to a Workspace, click the Files tab and then the My Firm tab, to view your Workspaces. Click the 3-dot menu, and select Share. The Account Owner and Team Members who currently have access to the Workspace are displayed. Click the +Add button to view and add new Team Members.