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 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:

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

Adding a client to a project

If you invited a client to your account but didn't add them to any projects yet or want to add a client to a new project, you can do it from the project page. Just click the "Set up people" at the top:

Then, scroll down to the bottom on the next page and click the "Add a client to this project" button:

After that, you can select the client company you want to add and then add the people from that company.

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!

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 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.

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