This is the updated article (regarding the new user settings screen). This screen will go live for all of our users in the coming weeks 🚀
You can easily create new users in Basecone or you can import users from the accounting system and give appropriate access rights directly in Basecone. Before you create users, it is handy to first to add a company first in Basecone.
In this article, you can see how you can easily and quickly create users in Basecone by going to Settings > Users > right upper corner, Create user.
Creating users is done in the following steps:
Roles & permissions
User details
Assign administrations
Inform the user of their login credentials after they are created
Step 1: Roles & permissions
When you add users, you start by choosing roles and permissions. In this article, you can read more about the permission rights of each user roles. You may need to check multiple roles for a user.
📌Please take into account at least the following points when choosing the roles:
When you create a user who must be able to book in Basecone, you can give this user the role of Accountant or SME Accountant. It is not necessary to give a user both the roles. This is conflicting and can cause error messages
If a user needs to be able to submit documents in Basecone, you give them the role of Client user or Restricted client user. A Restricted client user can only see documents he/she has uploaded to Basecone. A Client user can see all documents. Do not enable both of these user roles, please choose one
A monthly fee is charged when you activate the user role of authoriser. When you enable this role, you can choose where this is fee is billed. The default fee is charged to the office, unless there is a payment agreement and you can indicate this
Step 2: User details
At the User details, you can determine the username and the registered email address of the user. We advise you not to enter your own email address here, but the email address of this user. This way, this user can easily reset their own password.
Fill in the user's name, create a username for the user, and enter their email address. It is advisable not use special characters such as é or á for example.
Tip: If you plan to add multiple users with the same user roles and access to the same company or companies, you can easily create multiple users at once by clicking + Add additional user.
Step 3: Assign administrations
You can then link the user directly to a company or companies. Here you can give the user access to a company or several companies by marking the checkbox.
Step 4: Inform the user of their login credentials after they are created
A mail is sent automatically to the new user:
📌 Please inform the user their login credentials such as username and office code after the user is created. For security reasons, Basecone do not send this information to the user. The responsibility is of the user who creates the new user in Basecone.