Invite your team
Add users and choose what each one can do.
Settings → Users → Add user (administrators).
Enter the person's name, email and an initial password, and tick their permissions:
| Permission | Allows |
|---|---|
| Administrator | Everything, including settings, users, billing and the activity log |
| Create and edit | Bookings, yachts, expenses, partners, booking files, charter parties |
| Delete | Deleting records and using the recycle bin |
| Record payments | Payments and partner credits |
| View dashboard | The dashboard with income, expenses and profit |
Everyone can view bookings, payments, yachts and partners. Give the initial password to the person; they can change it in Settings → My account.
Good to know
- The account owner (the person who signed up) cannot be demoted or deactivated by others.
- To remove someone, untick Account active. Their history stays in the activity log.
- Set new password signs that user out everywhere.
- Each email address can belong to one Basenautic company only.
- On the Starter plan you can have up to 3 active users. See Plans and limits.
Related
Still need help? contact@basenautic.com
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