Manage your team
Assign a site owner, invite staff, set roles, and remove access
Access to a Basker site 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 & Permissions under Settings in Basker. The screen is titled Users & Permissions with the subtitle Manage users and permissions for your workspace.
What lives on this screen
Users & Permissions has four sections, each with its own page in the docs:
- Site Owner: the site's primary contact, the person with overall responsibility for it. This is a per-site designation set on its own, separate from the roles you give your staff. If no owner is assigned, the screen prompts you to set one. See Site Owner below.
- Staff: everyone with sign-in access other than the Site Owner. 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).
- Collaborators: people from a partner organisation who can sign in to the sites you've granted their organisation, with the permissions granted to that organisation. See Collaborators.
- Roles: the roles you can assign to staff. See Roles and permissions.
Most day-to-day work happens in the Staff section. The rest of this page covers staff management; the dedicated pages above cover the other three.
Site Owner
Each site has one Site Owner: its primary point of contact and the person with overall responsibility for it. The Site Owner section of this screen shows who holds that position; it isn't a role you assign to staff, and "Site Owner" isn't one of the roles available in the Staff section.
The Site Owner section is read-only. To change the owner, use Transfer Ownership under Settings, or contact Basker if that option isn't available to you.
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
Click BULK REMOVE at the top of the Staff section, select the row or rows you want to remove, then confirm. This is also how you remove a single staff member.
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, and phone. Sign-in security policies and the site's content-security policy are configured under Security.