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How to add users to your Base account

A guide for office administrators to create profiles for new users on the Base system.

Written by Mari
Updated over 2 weeks ago
  • Only users with Administrator access can create and add more users.

  • Navigate to settings, manage users to access your current users.

  • Click on add user.

  • Complete the user's account details, including role, personal details, and add an optional bio in the profile section.

  • There is no need to resize the profile photo; this can be done at upload time and users can also upload their own photos.

  • The new user will be sent an invitation via email. They now need to accept the invite by clicking on Accept Invitation

  • Once the user clicks on the link, they need to click on SIGN UP to create a password.

  • Note: This invitation link will expire in 24 hours.

  • To disable a user, change the status button to inactive under the PROFILE Tab

  • For detailed help on removing a user, click here.

  • To control portal access for individual users, click here.

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