Step 1: Access the Dashboard
After logging into your Basefund account, locate the client you added on the right-hand side of the dashboard.
Step 2: Open the Client
Click on the client’s name to access their dashboard.
Step 3: Navigate to the Organization Section
On the left-hand side of the client dashboard, click the Organization option.
Step 4: Add a New Team
You will be directed to the Organization page. Click the Add New Team button.
Step 5: Fill in Team Details
A pop-up will appear. Enter the details for your new team, then click Submit.
