Getting started
Invite your team
Collaborate with your team in Basedash
Basedash is built for teams. Invite your colleagues to collaborate on dashboards, share insights, and make data-driven decisions together.
Inviting team members
Steps to invite
- Click on “Settings” in the navigation
- Select “Team Members”
- Click “Invite Member”
- Enter their email address
- Choose their role
- Send the invitation
User roles
Admin
- Full system access
- Manage team members
- Configure security settings
- Access all data sources
- Manage billing
Editor
- Create and edit dashboards
- Write SQL queries
- Share dashboards
- View all data sources
- Invite team members
Viewer
- View dashboards
- Run existing queries
- Export data
- Limited data access
- Cannot modify dashboards
Access controls
Data source access
- Control access by data source
- Set read/write permissions
- Restrict sensitive tables
- Monitor usage
Dashboard sharing
- Share with specific users
- Share with entire team
- Set view/edit permissions
- Create public links
Best practices
Organization
- Use clear naming conventions
- Document dashboard purposes
- Maintain shared queries
- Create team workspaces
Security
- Regular access reviews
- Remove inactive users
- Audit access logs
- Enforce security policies
Collaboration
- Share dashboard links
- Add chart descriptions
- Document data sources
- Maintain shared documentation
Team features
Notifications
- Dashboard updates
- Query completions
- Access requests
- System alerts
Activity tracking
- View edit history
- Track query usage
- Monitor performance
- Audit access logs