Basecamp 2 Help > Managing Projects > Client projects

Client projects

When you're working with a client, you don't necessarily want them to see all the work you do behind the scenes. Basecamp 2 lets you invite clients to your project, but keep certain items off limits.

This quick video has more about client projects!

Set up a client project

  1. You can enable the client project when you start a project. You don't have to add clients just yet - Basecamp lets you plan ahead! You can restrict items as you create them, and when you add clients to the project, those items will be hidden away. You can set up client projects in templates too! Start a project with client access
  2. You can also enable client projects by clicking Invite more people... Invite more people
  3. ... and then clicking to the client tab. Enable client access
  4. Need to move someone from your team to a client team? Click Everyone, then the person's ID, and then "Superpowers and access to projects." You'll be able to switch them to a client team, and vice versa. Switch client access

Restricting items from the client

  1. When client projects are enabled, you'll see a check box that lets you restrict permissions. Restrict items

  2. Update permissions on existing items on the"Edit" screen. Restrict items

  3. Basecamp lets you know which items are hidden from the client. This is hidden This is hidden

  4. Want to share an item with your client? Click the Change button to remove the permission setting. Anyone who can see an item can change the permission setting. This is hidden

Things to keep in mind:


Learn more about permissions within your projects.

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