Inviting people to a project
To add someone to a Project, Team, or Company HQ, click the
Add/remove people button right beside people’s avatars.
Adding people via an invitation link
Invite people to join your project by sharing the project invite link with them. Simply click the Copy button next to the link and share it with others. People can paste that link directly into their browser to join the project!
If you don't see a link, click the Generate a link button.
Adding people one by one
From there, enter the names and email addresses of the people who should log in to Basecamp and collaborate with you. (Note: if you're working with a client, you'll add their info separately.)
Organizations and Companies
When you invite a user into the account, you can make them part of an organization or company. Just type the name of the organization into the invitation screen, and Basecamp creates it on the spot.
Or, you can choose from an organization that's already on the account. Just start typing the name and that option will appear!
Adding people from the same organization or company in bulk
To add a bunch of people from the same company at once, click the
add everyone from… dropdown at the top of the page, and select the company you’d like to add people from.
Any members of that company (who weren't already on the project) will now be shown in the list of people to invite. You’ll have a chance to adjust the list and remove individual people before sending out invitations. Just click the red 'X' next to a person’s name to skip inviting them.
Note: When adding people, you'll only see those who you already share a Project, Team, or Company HQ with. However, admins can see everyone from their company.
Changing someone’s info
Notice an incorrect email address, or have the wrong name or job title for someone? No problem! You can fix mistakes like that by clicking the pencil icon beside the person whose info you need to change.
From there you'll be able to tweak their info before inviting them to the project.
Note: Once someone has joined Basecamp, you won't be able to update their name or email address anymore. The only people who can edit someone's info are admins or the person who originally invited them.
When you’re all set, hit the
Send invitations button to invite everyone on the list. They’ll get an email with a link to the project and a summary of what's happened so far:
Resending an invitation
If one of your users lost their invitation email, or can't remember how to log in, you can help them out!
Click on the
Add/remove people button at the top of your project page.
You'll see everyone in the project, and beneath their names, you'll have the option to "Send a link to log in."
Voila! We'll send an email to your user who hasn't accepted their invitation. If they have accepted the invitation already, they'll get linked straight to the login screen.
Next up: Adding clients →