Adding Clients
Jump ahead to:
- Inviting a client to your account
- Adding the client to a project
- Changing the client company name
- Adding clients from multiple companies to one project
- Changing User Types
Inviting the client to your account
Before you can add clients to any projects, you need to add them to your account. You can do that right from the Home page. Just click 'Invite people':
You'll need to choose the last 'Client' option on the next screen:
You can invite multiple clients at one time by clicking the '+' button:
Once you click 'Email invitation now', we'll send an invite to those clients and you can add them to multiple projects in bulk:
After you add clients to a project, you can see them all listed at the bottom of the page, along with the option to add more clients:
Adding a client to a project
If you see a message that says the client you're trying to add is already on your team, it means that they have been added to a different project as a team member. Folks can't be team members in some projects but a client in others, but it's possible to switch their user type to get this sorted!
Changing the client company name
If you'd like to change the name of the client company you're working with at any point, scroll to the bottom of the page:
Please know that changing the client on this project will not affect the client people you’ve already added, it only changes the client company labels throughout the project.
Type the new client name in, hit enter, and save your changes:
Adding clients from multiple companies to one project
When you need to work with clients from different companies in a single project, you'll need to choose a neutral client company name. Something like "All Vendors" tends to work.
When you add clients to this project that are already part of your Basecamp account, they retain the company name that they had before.
In this example, Allen and Matt are still a part of the client company called Retailored. Harper Harrison is still a part of the client company called Harper's Harps:
When you add clients to this project that are totally new to your account, they'll be given the neutral client company name:
Fear not, this is fully adjustable on this page and in Adminland. The Adminland guide is here but to sort this out from this page, look to the right of the client's name, then choose Edit Info.
Changing User Types
Only admins and account owners can change user types. If that's you, follow this guide to change user types.