Base allows you to choose different roles for users, which will determine what they can do and what data they can access.
Before we start remember that only users with Office Administrator / Group administrator access can assign roles to a user.
How to assign roles
Once logged into Base, click on the cogwheel top right of the screen
Then select Settings
Select Users on the next screen
Select the User, you want to assign the role to
Select the Role
Go to the bottom of the profile page and save the changes
What are the different roles?
Office Administrator/ Office Manager / Owner:
update office settings
create/update/delete users within the branch
access to audit logs of all users within the branch
customize settings for the branch, like selecting a theme, contact types, contact tags, property types, property tags, and so on.
request activation/deactivation sync (this is limited to the office only)
access to all listings and full editing within the branch (create/update/delete)
access to all contacts in-branch and full editing function
library access to the office shared documents and their own. They can also update the document library
Standard User/ All data:
listing management - create/delete/edit their own listings
view users listings (from their office only) but cannot edit other users listings
contacts - only edit their own contacts
library access to the office shared documents and their own
Standard User/ Own Data:
listing management - create/delete/edit own listings
View and edit their own listings only / no access to anyone else's listings
contacts - edit their own contacts
library access to the office shared documents and their own
Standard User/ View Only:
listing management - view own listings only
cannot edit listings
cannot add & edit contacts
does have library access to view and download office shared documents
How do I share listing access between different users?
Navigate to the portal & user access tab to configure listing & contact access between individual users.