Basker Docs

Manage your team

Assign a site owner, invite staff, set roles, and remove access

Sign in to Basker is controlled per site. The Users & Permissions area is where you assign a site owner, add staff to your team, set their roles, and remove them when they leave.

Open Users under Settings in Basker. The screen is titled Users & Permissions with the subtitle Manage users and permissions for your workspace.

Site owner and staff

The Users & Permissions screen has two sections:

  • Site Owner — a single user with overall responsibility for the site. If no owner is assigned, the screen prompts you to set one.
  • Staff — everyone else with access. Each staff member shows their name, email, and assigned role. The header shows how many staff you have ("Staff (6 of 15)" indicates 6 are assigned out of a 15-staff allowance).

Adding staff

Click ADD STAFF at the top right of the Staff section. The Add Staff panel slides in:

  • Emails — enter one or more email addresses, separated by commas or new lines. Multiple invitations can be sent in one go.
  • Role — pick a role for everyone in this batch. See Roles and permissions.
  • Send Invites — sends each address a sign-up email. They follow the link, set their password, and join your team with the role you chose.

If you need to invite people with different roles, send separate batches.

See Inviting users for the full walkthrough.

Removing staff

To remove a single staff member, open their entry and remove them. To remove several at once, click BULK REMOVE at the top of the Staff section, select the rows, and confirm.

Removing a user revokes their access immediately. The records they've created or edited are unchanged; only their ability to sign in is removed.

Profiles and security

Each user has a profile with their name, email, phone, and avatar. Sign-in security policies and the site's content-security policy are configured under Security.

Where to go next

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