Adding and managing your team

BasicOps is a team collaboration platform and works best with multiple users. When you bring your team onboard, you will be able to start building projects, assigning tasks, chatting or discussing deliverables, and sharing files.

If you are the first person in your workspace, you are considered an Administrator (Admin for short). As an Admin, you can invite and manage your team members in the Admin section, where you can see everyone in your workspace and be able to add, edit, enable or disable users.

This article covers:

• Adding a user
• Editing a user
• Deactivating a user

Adding a user   

1. Click Admin in the left sidebar.
2. Under the Users tab, click Add User. 
3. In the dialogue, add the first and last name and email address. 
4. Check off Admin access, if you would like to make the user an Admin. 
5. Click Invite User when you are done. 

Editing a user

1. Click Admin in the left sidebar.
2. Hover a user line to expose the pencil icon.
3. Click the pencil icon. 
4. In the dialogue, you can change the user's profile photo, first and last name, and update their email address. 
5. Click Save when you are done. 

Deactivating a user

1. Click Admin in the left sidebar.
2. On the user line, click Deactivate.
3. In the dialogue, you will have three options:
   1. Leave tasks assigned to Alex
   2. Assign tasks to another user
   3. Unassign tasks
4. Click Save when you are done. 

Working with an external user? Visit Adding guest user section to learn everything about external and vendors users.