Changing User Types

Only admins and account owners can change user types.

Start by clicking on Home, then on Adminland. Click the first option that says Add/remove people or change their access. First, find the person and tap the More options ••• button on the right, then click Change access.

Screenshot of an arrow pointing to the "change access" option

Changing a non-client user into a client

This option will reduce what a person is able to do in the account. To see a full list of what they will and won't be able to do, please click here

Screenshot of an arrow pointing to the "read more about permissions in Basecamp" and “make them a client” links

Clients cannot be on any teams, so they'll be removed from those workspaces ( unless those teams are switched to projects beforehand). They will also lose access to any projects on the account that do not have client access enabled. If you would like to enable that client-access, this is the guide to follow — no need to add users, just the client company name.

Screenshot of a page detailing what permissions will change when a user is switched to a Client user

Changing a client into an outside collaborator

You'll have the option here to change a client into an outside collaborator increasing the things they're able to see and do:

Screenshot of an arrow pointing to the “limits what they can see and do” and “make them an outside collaborator” links

Read through the important information on this next page and click the button that says "Make Gina an outside collaborator."

Screenshot of a page detailing what permissions will change when a user is switched to an outside collaborator

If your account was created after September 14, 2022, the permissions for the outside collaborators will be different:

Screenshot of a page detailing what permissions will change when a user is switched to an outside collaborator (for the account created after September 14, 2022)

 For a full list of what an outside collaborator (non-client user) can do, click here.

Back to: All guides on Working with Clients