Overview & Getting Started
Initial Setup & Configuration
Initial Setup & Configuration
Configure your workspace to match your business processes.
1. Company Profile
Navigate to Settings > My Account. This information appears on official documents like Invoices and Quotes.
2. Branding (White Labeling)
Customizing the client-facing experience in Settings > Branding.
3. Departmental Roles & Permissions
BasaltCRM features a granular permission system. Manage roles in Settings > Roles.
4. User Management
Invite your team in Admin > Users. Assign them to specific departments to control their access levels across the platform.
5. Module Selection
Enable only what you need in Settings > Modules to keep your interface clean and focused.