Connection guides
Workspaces
Workspaces contain all your team members, teams, and connections.
Typically, each workspace corresponds with a single company or personal project. Team members can be added to the workspace to collaborate within Basedash using teams.
Activity feed
An activity feed is viewable from the Home tab. It shows all the edits and deletions and action runs done within a workspace. This includes any activity from within any team. The amount of activity displayed is limited by the plan you are on.
To get the precise date and time an activity occurred, hover over the relative time to see a tooltip with the precise time.
Members
Members are the people who have access to a workspace.
Admins
Workspace admins are able to do everything except for manage billing and upgrading/downgrading a workspace (that is reserved for owners). This includes things such as:
- Creating, deleting, and viewing connections
- Creating, deleting, and updating teams
- Creating and editing pages in teams
- Changing other member’s role
- Configure domain-based access
Owners
The member that creates a workspace is automatically marked as the workspace owner. Owners are responsible for managing the billing information as well as upgrading/downgrading the workspace.
Invitations
Anyone in your workspace is able to invite other members. You can add new members from the members page. Once the invitation is sent, they will receive an email notifying them that they’ve been added to the workspace.
Billing
Workspace plan and billing information related to the workspace is viewable from the billing page. The owner of the workspace is also able to:
- Upgrade/downgrade your plan
- View your invoice and payment history
- Cancel your subscription
- Update your payment details
- Download invoices
Domains
Adding your company’s domain in Basedash allows you to:
- Allow user with an email corresponding with the domain to automatically be added to your workspace.
- Enable SSO for users with emails corresponding with your domain
Before enabling the above features, you will need to verify the ownership of your domain by adding a TXT record in your DNS configuration. You can do this from the workspace settings (must be a workspace owner to configure this).
Once your domain is verified, you have the ability to allow for “auto join” or you can choose to enable SSO if you are on the Enterprise plan.
SSO
Single Sign-On (SSO) is an Enterprise-plan feature that allows your to log into Basedash through your identity provider (e.g. Okta, Auth0, OneLogin, Azure, Google, etc.).
Once SSO is enabled for your workspace, users will no longer be able to log into Basedash using email & password or Sign In with Google.
In order to enable SSO, you must first verify a domain (see above section on domain verification). It is important that we verify domain ownership for SSO because once SSO is enabled, all users with an email address corresponding with the verified domain will be forced to log in via the configured SSO identity provider.
Configuring SSO is slightly different depending on your identity provider, but you should essentially only need to do two things:
- Insert the Basedash ACS URL (
https://app.basedash.com/auth/sso/saml) into your identity provider. - Paste in XML metadata from your Identity provider into the Basedash SSO settings.
You may also need to enter an Entity ID, in which case you can use basedash.com
SSO FAQ
Can I map user groups from my identity provider (e.g. Okta) to “teams” in Basedash?
We currently don’t support this, but let us know if this is something you would use.
Can I setup SSO on multiple workspaces?
SSO is tied to a domain, so if you’ve verified and enabled SSO for a domain on one workspace, then SSO login will be enabled on all workspaces associated with user accounts with emails at the verified domain.
Will Basedash workspace members that don’t have an email at the verified domain be forced to sign-in with SSO?
No. If you have Basedash workspace members with email addresses that don’t correspond with the verified domain, they will be able to sign in using email & password or Sign In with Google.
