Adding Clients

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Note: If you're using Basecamp Personal, you won't be able to work with clients in projects — only those with Basecamp Monthly or Annual can.

Inviting the client

Let's invite a client to your project! Start by clicking on the project, then on the Add/remove button:

Scroll to the bottom of the page and choose "Add a client to this project...":

Type the client company name and hit enter. This will bring up the option to add names and email addresses for clients.

Understand more about adding clients from different companies into one space here.

Then add any client contacts you'd like to invite to this 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!

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:

Because content in client projects starts off as private to your team by default, client users won't see anything in the project until content has been made visible to them. You'll need to switch the visibility of each item you want clients to see.

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 Clients" 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.

Switching team members and clients

Only admins and account owners can change a team member to a client and vice versa. If that's you, follow this guide to change people on your team to clients, and vice versa.

You can find the full guide to working with clients in Basecamp here.