Getting started¶
New to BaseCloud? These pages take you from the sign-in screen to finding your way around, in the order you'll meet them.
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Sign in
Sign in with Microsoft, Google or your email address, and what to do when you can't.
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Two-factor authentication
Set up an authenticator app, keep your backup codes, and sign in with a code.
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Choose an account
Pick the business you're working for when you belong to more than one.
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Find your way around
The sidebar, the top bar, the Activity Log, guided tours and the phone layout.
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Teams
What your team changes about the CRM, and how to switch between teams.
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Why can't I see something?
How rights decide what you see, and what to ask your administrator for.
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Your profile
Your name, phone numbers, photo and email settings.
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Notifications
Push notifications on your computer or phone, email alerts, and the bell.
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The screenshots come from Neverland Home Services, an invented plumbing, heating and electrical company in Chicago, as seen by Smee Bosun, one of its dispatchers. Every name, phone number and email address in them is made up.