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 🚀
In this article, we will provide you with some tips on what to do when creating new users.
If you have not yet created any users, it's best to read this article first, which will provide a step by step explanation on what to pay attention to.
Make sure the user can set a password
After you have created a new user in Basecone, you can send the user a link to create a password in the tab Security. The link is sent to the email address that is registered in the user settings Details.
This link is valid for 30 minutes. The user can request a new link themselves, if it's expired (see: Login page of Basecone).
📌 Basecone does not send the user the office code and username, when the user is created. You have to share the office code and username with the user directly.
Make sure the user can adjust the IBAN
For safety reasons, the setting to adjust the IBAN of a customer or supplier during the booking stage is disabled by default, for the user. If this user is allowed to change bank details in Basecone, you have to change this setting to yes. Only a Super user is allowed to change this setting. You can find this setting in the tab Roles & permissions.
Create the right user role combinations
In the tab Roles & permissions, you can select the roles of a user. The following user roles combinations should not be used together:
Accountant or SME Accountant: It is not necessary to give a user both the role of accountant and the role of accountant SME. This is conflicting and can cause errors.
Client user or Restricted client user: When you activate both of these roles, the role of a restricted customer user is leading. Therefore, make a choice between one of these two roles. A restricted customer user can only see the documents they have sent to Basecone themselves, a customer user can see all documents.
Do you want to know which roles to choose? Then it is best to read this article. There you can find additional explanation about each user role.