Skip to main content
Every person in a Basedash organization has one of three roles, Admin, Member, or View-only, which sets what they can do across the organization.
Available on all plans. Admins and members can invite people. Only admins can change roles or remove members.

​
Overview

Roles set the most a person can do. What they can open and edit within that limit depends on how each dashboard, chat, automation, and data source is shared with them or their groups.

​
Invite members

  1. Open Settings → Members and click Invite members. You can also click Invite teammates in the sidebar.
  2. In Emails, enter one or more addresses separated by commas.
  3. Choose a Role.
  4. Optionally, pick Groups to add the new members to. Only admins can assign groups.
  5. Click Send invites.
Members can invite people as Member or View-only. Only admins can invite Admins. View-only members can’t invite anyone. To let coworkers join without an invite, turn on Allow anyone with a verified @yourcompany.com email to join in the Joining section of the Members page. See Domains and login methods for every way people can join.

​
Roles

​
Admin

Admins can do everything members can, plus: An organization always keeps at least one admin. The last admin can’t be demoted, removed, or leave the organization.

​
Member

Members can create and edit dashboards, charts, automations, and models, chat with AI, and invite new members or view-only members. What they can open and edit depends on dashboard sharing and data source access.

​
View-only

View-only members can open what’s been shared with them, but can’t create or change anything. Use this role for people who only need to read dashboards. View-only members can:
  • View dashboards, charts, insights, automations, and chats they have access to
  • Change dashboard filters, drill down into charts, and export chart data
  • Manage their own profile, favorites, and personal API keys
View-only members can’t:
  • Chat with AI, including from Slack or the MCP server
  • Create or edit dashboards, charts, automations, or models
  • Write their own SQL; they can only run the saved queries behind charts
  • Share dashboards or invite people
  • Make changes through the public API or the MCP server (read-only requests still work)
View-only limits a person’s existing access rather than replacing it. If they have edit access to a dashboard, they can still only view it. Their access is kept, so changing them back to Member restores what they had before.

​
Manage members

The Members page lists everyone in the organization, with admins first. Use Search members… to find someone, and the filter menu to show Active, Invited, or Removed people. Badges show each person’s role, whether they’re invited or removed, and how many groups they’re in. Open the menu on a member’s row to:
  • Copy email
  • Add or remove them from Groups (admins)
  • Change role (admins; not for yourself)
  • Remove them from the organization (admins)
  • Restore a removed member (admins)
  • Revoke invite for someone who hasn’t joined yet (admins)
To leave an organization, open the menu on your own row and choose Leave organization.

​
API

Admins can list, invite, update, and remove members with the public API. Inviting through the API sends the same invite email as the app.

​
FAQ

Removing a member deactivates them instead of deleting them, so you can restore them later from the Removed filter on the Members page.
There’s no resend button. Revoke the invite from the member’s row, then invite the same email again.
Yes, on the Enterprise plan. Use SCIM to create, update, and remove members and groups from Okta or Microsoft Entra ID.

Groups

Organize members for sharing, data access, and AI context.

Data source access control

Choose who can query each data source.

Domains and login methods

Control how people sign in and join.

SCIM

Provision members from your identity provider.