What is an administrator (aka admin)? Can we have multiple admins? How do I give someone admin access?

Administrators can create and edit projects, manage companies and people, edit other people’s posts, change project-level permissions, change global/project settings, and more. They can basically do anything except for cancelling, upgrading, or viewing/changing billing details (the Account Owner is the only person who can do this).

Any admin can give or take away admin access to someone else by clicking on the relevant project and then clicking the “People & Permissions” tab.

Next, click the “administrator list” link in the upper right.

Then select or deselect the relevant person(s). You can have as many administrators as you’d like.

Notes: 1) The “administrator” setting applies across all projects. 2) You can only assign admin access to people in your own company.

Alternatively, you can access permissions from the Dashboard also. Go to the “All People” tab, scroll down to your company, and click the link that says “See the administrator list to give or take away admin powers.”

Where do I specify who can see which projects?

To change who can see a specific project, simply click the project on the Dashboard then click the “People & Permissions” tab once you are inside the project. Note: Only Administrators can change project permissions (more details on Administrators).

Next, click the “Add people, remove people, change permissions” link at the top of the page.

You’ll see a list of everyone at your company. Check the box in front of someone’s name to give them access to this project. Uncheck to remove access. (People without access won’t see the project.)

You can also add another company to this project and then give access to people from that company.

How do I add a person or company to a project?

To add a company to a project: Enter the project and click the “People & Permissions” tab.

Then click the link that says, “Add people, remove people, change permissions.”

To add another company to the project, click the button that says “Add another company to this project.” Then you can select an existing company or add a brand new company.

To add a person to the project, you first need to make sure their company has been added to the project (if not, follow the instructions directly above). Then, you’ll be able to add people from that company to the project. Click where it says, “Add a new person.” You can add as many people as you like.

What are the different levels of access for people in my company or people in other companies (clients, freelancers, contractors, etc)?

Access for people in your company...
If someone in your company has access to a project, they can see the project on the dashboard, go into the project, and add/edit content. If they don’t have access they won’t see the project mentioned anywhere, they won’t be able to access it, and they won’t get any email notifications about it. Here is how you give admin access to someone in your company.

Access for people in other companies (clients, etc.)...
People on the client side can have one of three permissions levels:

1. Messages & files: If the checkbox is checked, they can access the project, post comments, post messages, and upload files.
2. ...plus to-dos: If the “...plus to-dos” radio button is selected, this person can access the project, post comments, post messages, upload files, and add/edit/remove to-do lists/items.
3. ...plus milestones: If the “...plus milestones” radio button is selected, this person can access the project, post comments, post messages, upload files, add to-do lists/items, and add milestones. *

Note: Clients who have access to a project...

• Can edit/delete messages or milestones they've entered.
• Can check off, edit, or delete any to-dos entered by any user.
• Can assign to-do items or milestones to people in their company and your company.
• The items mentioned above are the only things that clients can edit (clients can NOT edit anything else added by account owners).

How do I add people to companies?

Go to the Dashboard and click on the “All People” tab. Find the company you want and click where it says, “Add person to [company name].”

How do I delete a company?

First, you need to remove the company from all projects. To do this, go to each project the company is associated with and remove it from the project. Here’s how:

Click on the project name. Then click the “People & Permissions” tab in the upper right of the screen.

Next, click the “Add people, remove people, change permissions” link.

Then find the company you want to remove and click the link to the right of the company name that says, “Remove company from this project.”

Once you’ve removed the company from all projects, you’re ready to delete the company. Here’s how you do it:

Go to the Dashboard and click the “All People” tab.

Find the company/client you want to delete, and click on the “Edit” link for that company.

Click the “Delete this company” link. (Note: there is no undo so make sure you really want to delete them.) If you don’t see the “Delete company” link it’s because that company still has projects attached to it.

Can one person be part of multiple companies?

People are only supposed to be part of one company at a time. If you want to work around this, you can create a person in more than one company (that means they’ll need to have multiple usernames).

Can I move people between companies?

Yes, admins can move people between companies. To move someone, click the People tab, edit the person, and select the new company from the “Company” pulldown on that person’s edit screen, click the “Save” button at the bottom of the screen.

When you move someone to a new company all their content (messages, comments, etc) remains attributed to them in the original project(s).

Important Note: When you move someone to a new company they will lose access to their projects. To give them access to an existing project, go into the project, click the Permissions link, and adjust permissions accordingly.

What is the difference between removing a person from a project and deleting them?

When you remove someone from a project, you are just preventing them from accessing the project. You are not deleting them from the system completely. That person can still access other projects.

When you delete a person completely, you permanently remove them from the system. They can no longer log in or gain access to your Basecamp account.

If I delete a person, will Basecamp also delete all the messages, files, etc. they have posted?

Deleting a user just removes their access to your account, it doesn't delete any of their past activity in projects.

Can everyone see everyone else? Can I hide contact information from other people?

Anyone with access to a project will be able to see everyone else with access to the project. There is no way to hide contact information from people who have access to the same project.

Why is everyone’s contact and login information the same?

If one person’s contact information is the same as someone else’s, it’s likely your web browser’s autofill feature is wreaking havoc.

The autofill feature will sometimes fill in the username, password, and other fields with information you’ve entered previously for someone else (or information you've stored as a default).

If your autofill feature is overzealous, you’ll probably want to disable it in your browser so you don’t run into this issue.

How can I upload or change the photo that appears next to my name?

To add or change your photo, select the “My info” link that appears in the upper right of every screen. Then scroll down to the bottom of the page to the section marked "Photo." Then choose the file you want to upload from your computer and click the “Upload photo” button.

You can upload a small photo (GIF, JPG, or PNG), which will be resized to 48 pixels square (if it is not already that size). If you keep seeing an old photo instead of the new photo you’ve just uploaded, clear your browser cache and force reload the page.