Managing People

Administrators can add people, remove people, change their info, and update someone's project or team access. Here's how to do a few common tasks:

If you need to manage people, first head to Adminland by clicking on the  Home button, then clicking on the ðŸ”‘Adminland link in the upper right corner.

From there you'll want to tap the   Add/remove people or change their access option:

Add someone new to this account

When you've got someone new you'd like to add to your account, this is the place to do it. Click the green button to  +Add someone... to the account.

Then, choose if someone should be a team or a client on the account. This page goes over the differences in detail: Permissions.

We have a guide dedicated to adding clients to the account here: Adding Clients to Projects. Let's focus on adding people to the non-client side of the account. Choose Add someone to your team and fill in the required information:

After that, you'll get the chance to add them to existing projects and teams on the account, deciding if they should be on the team/project, or just follow it. These are called participation types and they make it easy to see who is:

1
On the project. This person's avatar shows up on the project card as well as the top of the project. They're automatically subscribed to Campfire chats.
2
Or just following. You won't see this person's avatar on the project card or at the top of the project. They also won't be auto-subscribed to Campfire chats.

Folks can change their participation type later so no worries if you're unsure which one to choose.

Change someone's info

Does a teammate or client contact have a new title? Or perhaps, someone made a typo when entering an email address? No worries, you can easily update their info.

First, find the person whose info you'd like to update, and click the  edit link under their name.

When someone hasn't accepted their invitation yet, you can edit their:

  • Name
  • Email address
  • Title
  • Company/organization
  • Time zone
  • And you can remove them from the account

But if they've already accepted their invitation, only they can update their name and email address. You can still edit their:

  • Title
  • Company/organization
  • Time zone
  • And remove them from the account

Change what someone can access

If you need to add someone or remove them from a few (or a bunch) of projects and teams at one time, this provides a quick way to tweak what someone can access. First find the person, then tap the  Change access link below their name.

That'll take you to a screen where you can pick which projects or teams they can access.

You'll see the option to add the person to all archived projects at the very bottom of the page.

Remove someone from the account

When someone leaves the group — or if someone's added by mistake — you'll want to remove them from your Basecamp account, not just the projects and teams they're a part of. Don't worry though, when you remove someone from your account everything they've posted to the account stays where it is. 

First, find the person and tap the edit link under their name:

At the very bottom of the edit screen, click the link that reads  I want to remove ______ from this account...

Confirm that you're okay with all the effects of removing someone, then click the big red  Remove _____ completely button at the bottom to remove them.

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