Who can do this:
Invited participants and viewers.
Your invitation gives you access to a specific Basefund closing or transaction. The actions you can complete depend on your assigned role and permissions.
Before you begin
Use your individual work email to sign in.
Have access to the authentication method configured for your account, such as a passkey.
If you will receive funds, have your official bank instructions and access to the receiving account available.
Shared mailboxes: A shared mailbox may receive transaction notifications, but it cannot be used to sign in or complete identity verification. Sign up or sign in with your individual work email.
Accept the invitation
Open the invitation email from Basefund.
Select the link to join or view the closing or transaction.
Create your Basefund account or sign in using the individual work email that was invited.
Follow the prompts to accept access.
If the link has expired or has already been used, ask the Coordinator or Co-Coordinator to send another invitation or reminder.
Review the transaction
After joining, review:
The transaction name and date
The Flow associated with your receipt or disbursement
The organization you represent
Your assigned role
The receipt or disbursement lines associated with you
Any instructions, documents, or deadlines
Your access is limited to the information permitted by your transaction role.
Complete your actions
Open My Actions or follow the action indicators displayed in the transaction. Depending on your role, you may be asked to:
Verify your identity
Add, select, or approve a receiving bank account
Complete bank-account validation
Review or sign a disbursement
Complete an approval assigned to you
Complete each applicable action and return to the transaction to confirm that its status has updated.
Verify your identity
If Basefund prompts you to verify your identity, follow the secure on-screen instructions. A valid verification can be reused until it expires or Basefund requires it to be completed again.
No Coordinator, Co-Coordinator, or other participant can complete identity verification on your behalf.
Provide a receiving account
If you are receiving funds, you may be asked to:
Add a new bank account
Select a previously added account
Approve an account entered by a Coordinator or Co-Coordinator
Validate the account using a microdeposit
See Adding, Approving, and Validating Your Bank Account for complete instructions.
Participants and viewers
Participants may be able to complete actions based on their assigned role. Viewers have read-only access and will not see editing or participant-action controls.
Insurance eligibility
The required identity verification and bank-account validation must both be complete for a disbursement to qualify for Basefund transaction insurance.
Need help?
If you cannot access the transaction or believe your assigned role is incorrect, contact the transaction’s Coordinator or Co-Coordinator.