Setup

How to add more users to your Base account
Only users with Office Administrator access can create and add more users Once logged on to Base, click on the cogwheel top right of the menu Then select...
Wed, 24 Jun, 2020 at 2:55 PM
Remove users from Base
Only users with office administrator access will be able to remove users from a particular Base account. Log onto Base and select the cogwheel top righ...
Tue, 21 Jul, 2020 at 8:52 AM
How to update your profile picture
If you are logged onto Base with your own credentials simply click on the cogwheel then select "My Profile" Click "Upload Photo" Navi...
Fri, 10 Jan, 2020 at 10:28 AM
Customize your office Contacts Types Tags
Only users with Office Administrator / Organisation Manager access can create and remove contact types tags. Once logged on to Base, click on the cogwh...
Fri, 15 Feb, 2019 at 11:10 AM
Help on choosing a Role for user on Base
Only users with Office Administrator / Group administrator access can assign roles to a user. Once logged on to Base, click on the cogwheel top right...
Thu, 11 Jan, 2018 at 11:49 AM
Change listing agents on property
To change a listing agent on a property log in as Admin Open the listing Open the contacts Enter the name of the new agent into the search select "...
Fri, 10 Jan, 2020 at 10:45 AM
User Access/Role
Help choosing access level / user Role Standard user (own data)Restricted view of own listings and contacts within the system. Standard user (all data)...
Wed, 2 May, 2018 at 10:21 AM
Forgot password
Forgot your Base password? Not to worry, there is a forgot password option on the log on screen of Base. Simply click on "forgot password" then e...
Wed, 8 Aug, 2018 at 10:30 AM
Configure email & calendar integrations
Note: This is a BETA release (we are testing & tweaking the functionality and also evaluating running costs) OVERVIEW Base allows you to link yo...
Thu, 9 Jan, 2020 at 1:24 PM
Automated leads import from all portals
Effective leads management is critical for any real estate agency, and we'd like to help you work smarter, by getting a global overview of your leads a...
Thu, 9 Jan, 2020 at 12:09 PM