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- Basil
- FAQs: User Types and Roles
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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
- Basil Help Guides
- Basil Education
What permissions do Regular Team Members have in Basil?
Team Member Roles with different Permissions can be created by the Account Owner on the Settings page. New and existing Team Members can then be assigned an available role. Basil provides a role labelled Regular, which can be edited by the Account owner to suit their requirements. The default Regular Team Member will only have access to Client Workspaces shared with them. They do not have permission to add team members or clients.