Sharing Workspaces

Make transitions as seamless as possible by sharing Workspaces

Michael Acosta avatar
Written by Michael Acosta
Updated over a week ago

Are you going on vacation or transitioning your executive to a new EA? You can invite multiple EAs to share and collaborate on your Workspace, making the handoff as seamless as possible! 

Step 1

Login to Base and navigate to your Workspace Settings, by clicking the drop down menu in the upper right hand corner and selecting Workspace Settings.

Step 2

On the Members tab, select Add User.

Step 3

Enter the email address of the person you would like to view the Workspace and then click Send Invite

Workspace account transfer requirements

  • The requestor must be an Account Admin where the workspace currently resides. If you are on an Individual plan, you are the Account Admin. For Business plans, Account Admins have access to the team's Account Settings. If you are unable to access Account Settings, reach out to your team's Account Admin.

  • The Account you are transferring to must be part of a Business plan. Individual accounts are not eligible to receive an incoming workspace transfer.

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