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Firstbase User Roles

Updated

Firstbase has three main types of user roles: 

Basic Users

Basic users can access their personal account in the Firstbase platform, place orders for equipment based on their assigned package, and update details like their contact information. Employees who only use Firstbase to order and manage their equipment should be added as Basic users.

Admin Users

Admins can access and change details for all employees that have been added to the platform, see all inventory and order information, as well as edit package assignments. They can also place one-off orders, returns, replacements and offboard users. 

Only those who manage employees and equipment via the Firstbase platform should be added as Admin users.

Admin (Read Only) Users

Admin (Read Only) users can access all platform information, but are not able to do any type of platform action. They cannot place orders, returns, inventory orders. They cannot create, update or offboard employees. They cannot edit packages. Their access is limited to viewing or exporting information on the platform.

 

User Role Permissions Table

Permission Basic  Admin  Admin (Read Only) 
Access personal account ✅ ✅ ✅
Place orders for assigned equipment package ✅ ✅ ❌
Update personal information: Name & Surname ❌ ✅ ❌
Update personal information: Primary email, Secondary email, Country ✅ ✅ ✅
Update personal information: Address ✅ ✅ ❌
Access to details for all employees ❌ ✅ ✅
Change details for all employees ❌ ✅ ❌
View or export platform information (Asset Management, Catalog, Orders, Returns & Replacements, and People & Offices) ❌ ✅ ✅
Create and Edit Packages ❌ ✅ ❌
Assign Packages ❌ ✅ ❌
Place one-off orders ❌ ✅ ❌
Process returns ❌ ✅ ❌
Process replacements ❌ ✅ ❌
Offboard employees ❌ ✅ ❌
Add new people to platform ❌ ✅ ❌
Customize Welcome Email ❌ ✅ ❌
Create Offices ❌ ✅ ❌
Add tags to assets ❌ ✅ ❌
Access to API and Integrations page ❌ ✅ ❌
Ability to expedite shipping automatically based on start date ❌ ✅ ❌
Ability to recycle a device ❌ ✅ ❌
Provides access to submitting shipment notices ❌ ✅ ❌
Provides access to create Inventory Orders ❌ ✅ ❌

 

Frequently Asked Questions

How can I select the role for a user?

You can select the role for a specific user when you create the user via the app. 

Can I edit the role for a specific user?

Yes. You are able to edit the roles directly on each person's user page.

Can I see a list of users by role?

Yes, you can also filter by access to see users with a specific role in the "People" page.

Will Admin (Read Only) users get notifications?

Not for now. In the future, we'll allow Admin (Read Only) users to opt-in or opt-out from certain notifications (e.g. shipment confirmations)

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