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Basil: How do I share a Workspace with Team Members in Basil?

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

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.