Inviting People to a Project
People can only see the workspaces they've been invited to. There could be 100 projects on an account but if you only invite someone to one of these projects, they won't know the other 99 exist. Read on to learn more!
Jump ahead to:
- Add someone to a Project, Team, or Company HQ
- Add someone to archived projects
- Add people to your team
- Share an opt-in link
- Add a client
- Organizations and Companies
- Add people from the same organization or company
- Resend an invitation
On the project's main page, click the
Add/remove people button right beside people’s avatars.
The next screen shows you everyone already on the project, team, or HQ.
Click the +Add people button to invite people to the project
An admin or an account owner can give other people on the account access to the same archived workspaces they have access to in one fell swoop. This is done in Adminland then on Add/Remove people or change their access. Click on "Change access" beneath their name:
You can preview what projects they'll be invited to by clicking on "See all archived projects"before you click to give someone access. This includes projects, teams, and the HQ if it's been archived.
After you choose to add people to your team, you'll enter their names and email addresses. (Note: if you're working with a client, you'll add their info separately.) People you invite will be immediately added to the project so they can post messages, comment on things, and be assigned to-dos. Each person will receive an email that includes a link to join the project and set up their account if they haven’t already.
Click the ••• menu button in the upper-right corner for another way you can get people into your projects. Invite people to join your project by sharing the opt-in link with them. Simply click the Copy to clipboard button next to the link and share it with others. People can paste that link directly into their browser to join the project!
To invite clients into your projects, head to the people page of a project, not a team and not the HQ. Clients can only be added to projects.
Scroll to the bottom of that page and click on the button to add a client to the project:
Type the client company name, hit enter, then add any client contacts you'd like to invite.
After you add the client, you'll see them highlighted in their own section at the bottom of the people page for that project:
If you need to add someone to several projects and you're worried about all the email invitations they'll receive, you can ask an admin to manage their access instead, which will only produce one email each time their access is updated.
When you invite a user into the account, you can make them part of an organization or company. Just type the name of the organization into the invitation screen, and Basecamp creates it on the spot.
Or, you can choose from an organization that's already on the account. Just start typing the name and that option will appear.
To invite a bunch of people from the same company at once, click the
Pick people from a company dropdown and select the company you’d like to add people from.
Then choose people from that company to be added to the form.
You’ll be able to remove them before you send the invitations if you make a mistake.
If one of your users lost their invitation email, or can't remember how to log in, you can help them out!
Click on the
Add/remove people button at the top of your project page.
You'll see everyone in the project, and beneath their names, you'll have the option to "Send a link to log in."
Voila! We'll send an email to your user who hasn't accepted their invitation. If they have accepted the invitation already, they'll get linked straight to the login screen.