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Add New Guides

A Guide is the person who are responsible and conducts the tour. They are created as users in the system assigned a specific role, called staff. This role can be combined with other roles to give more access within the system. Have a look at our guide User Roles & Permissions for more information about user roles.

You can add a new guide one of two ways:

  1. From the Users page. Read more here.

    1. When a new user is added on the Users page and assigned the Staff role, they will automatically appear in the Guides Overview as well.

  2. From the Guides Overview page, explained below.


Add New Guides from the Guides Overview

The Personnel menu is a guide only section, and is where you have a complete overview of all your guides.

Guides Overview Page.png

Guides Overview Page

  1. In the left side bar, navigate to Personnel → Overview.

  2. Click Add new guide.

  3. Enter the contact information (first and last name, email and phone).

  4. (Optional) Add guide tags that should be connected to the guide.

  5. Click Create guide.

The new guide can now log in to Base to keep track of their upcoming tours, log work hours, and more!

A guide created from the Guides Overview page will automatically be assigned the Staff user role and appear in the Users page.

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