Users Overview

Note: This feature is only available to Admin users. 

Administrators can add team members, contractors, and external clients to their workspace. Users fall into three categories: users (employees), external users (freelancers or contractors), and clients (outside organizations you do business with). You can manage access and permissions directly from the Users section. 

In this article, we will cover: 

• User Types in BasicOps
• Adding Users
• Adding External Users
• Adding Clients or Vendors 
• Editing User Roles and Permissions
• Removing or Deactivating Users 

User Types in BasicOps

To read more about what each type of user does, read here.

Note: You can rename the label for users from outside organizations - such as clients or vendors - to something that better fits your business, like "Partners" or "Agencies"

Adding Users

1. Open Settings.
2. Select Users. You will see everyone who has access to your workspace.
3. Select Add User and adjust admin settings accordingly. Grant admin access by toggling the Admin Access option.

Adding External Users

1. From the Users page, Select the External Users tab.
2. Select Add External User.
3. Enter the user's name, email, and optional details. Select Invite User to send them a sign-up link to add them to your workspace.

Adding Clients or Vendors

Step 1: Creating a Client Group 

1. Navigate to the Clients tab at the top. Then select Add Client Group to create a new client group.
2. Add a name and description for the client group, then select Add Group.

Step 2: Adding Users to the Client Group 

1. In the same Clients tab, select Add Client User.
2. Enter the user's details, then select Invite User                             

Step 3: Adding Clients to a Project Team 

1. Select the specific project you want to add clients to.
2. Select the Team Icon in the top-right. (Image 1)
3. Select Add Member, then select the client user. (Image 2)

Note: You can rename the phrasing of the Clients tab by selecting Edit Label at the top of the Clients tab.

Editing User Role or Permissions

1. Go to Users.
2. Hover over the user's name and Select the pencil icon. From here, you can adjust their role (Admin or Member), or reassign them to a different group. 

Removing or Deactivating Users

Navigate to the Users section and find the user you want to remove. Select Deactivate. This user will no longer have access to your workspace.