Getting started
Invite your team
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
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