1. Only users with Office Administrator / Group administrator access can assign roles to a user.
  2. Once logged on to Base, click on the cogwheel top right of the screen
  3. Then select Settings
  4. Select Users on the next screen
  5. Select User, you want to assign role to
  6. Select the RoleĀ 
  7. Go to the bottom of the Account page then Save



Group administrator/ Franchise Management:

  • admin access to all offices in group and administration thereof




Office administrator/ Office Manager / Owner:

  • update office settings
  • create/update/delete users within branch
  • access to audit logs of all users within branch
  • customize settings for branch (select theme, contact types, contact tags, property types, property tags etc)
  • request activation/deactivation sync (limited to his office only)
  • access to all listings and full editing within branch (create/update/delete)
  • access to all contacts in branch and full editing function
  • library access to the office shared documents and his/her own / can also update document library




Standard User/ Agent:


  • listing management (create/delete/edit own listings)
  • view users listings (from his/her office only)
  • contacts (edit own contacts)
  • library access to the office shared documents and his/her own