- Knowledge Base Home
- Basil
- FAQs: User Types and Roles
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Basil
- Getting Started with Basil
- Basil Help Guides
- Basil Education
- 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
- FAQs: Reports
Who is a Primary Client User in Basil?
The Primary User can be added when Client is added or edited. Primary users have access to Client Documents (External) folder in all the Workspaces of the Client. In addition, they have permission to add additional Client Workspaces, Client Users, Rename or delete files.