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  • Writer's pictureChris Thompson

Our Getting Started Guide

Welcome to our beginner's guide for the MyBase app. Here, we’ll walk you through setting up your account, workspaces, and provide an overview of the app to help you get started smoothly.



Firstly, if you haven’t already created an account, we recommend reaching out to our team to determine the ideal package for your company. Feel free to get in touch with us here for further details – we're more than happy to assist.


After successfully creating your account, proceed to the app's login page. You can easily reach it by following this link.



Login


Use the login credentials you provided during sign-up to access your account. Alternatively, if we created your account for you, then login using the link in which we provided. Upon logging in, you'll be directed to the app's Workspaces section.



Your Workspace


During the initial sign-up process, you were asked to input your Company Name, a key step in creating your workspace. After logging in, you would have been automatically directed to the Workspace Management page, designed to make accessing and managing your workspace quick and easy.


Settings


When you first open your workspace, you’ll arrive at the home screen. As a first step, let's ensure your profile is up-to-date with accurate information. Click the settings icon located to the left of your screen and access your profile. This will lead you to your profile page, where you can input your full name, job title, and make any necessary changes to your password. You can also access this page through selecting the drop down button on the top left of your page.



Within the settings tab you can also find your workspace settings. Here you can update any useful information such as your company name, logo, address, contact information as well as the option to remove your workspace.


The final two options within the settings tab are 'notifications' and 'user management'. Opt for the notifications feature if you want to update your notification preferences, including the email address in which they're sent to. Alternatively, select user management to extend invitations to anyone who may require access to the workspace, or to revoke access for those no longer needing it. Each plan varies so you may not have the capacity to include additional team members in your workspace, however, if this is something in which you require, do not hesitate to reach out. Our team is here to assist you.



Useful Information


In the top right corner of your screen you will find a question mark icon. This is where you can find any valuable details such as our Privacy Policy, Terms of Service, and ways to contact us. It is important to take a moment to go through these resources. They’ll introduce you to how we handle and safeguard your personal information, along with other key information you might want to know.




Home


Lastly, let's talk about the home page. This is the base of the app, where you can find all your documents neatly organized. If you're looking to create new documents customized for your business, you can find all of our templates right here, ready for you to use. Simply select the 'My Templates' tab to view and edit all of our built-in templates. Please be aware not all accounts have access to these, only those with the Premium subscriptions.



If you need further information, feel free to reach out to us. We've also prepared a variety of additional guides to assist you in navigating our app effectively, and we sincerely hope these resources can be of help to you.

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