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.

Customizing the client-facing experience in Settings > Branding.

Logo: Upload a high-resolution PNG.

Colors: Set your primary brand color.

BasaltCRM features a granular permission system. Manage roles in Settings > Roles.

Organization Roles: Top-level access (Super Admin, Admin, Member).

Department Roles: Specific permissions scoped to departments (e.g., Sales Manager, Support Specialist).

Invite your team in Admin > Users. Assign them to specific departments to control their access levels across the platform.

Enable only what you need in Settings > Modules to keep your interface clean and focused.