Account | Projects | People | Dashboard | To-do lists
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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 grant admin access to someone else by clicking the People tab and checking the "Administrator" box under the person's name. You can have as many administrators as you'd like.
Note: You can only assign admin access to people in your own company.
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.
Next, click the "Change project permissions" link.
You'll see a list of everyone who has access to the project. Check the people who you want to have access, uncheck the people you don't want to have access. In the example below, Jeremy Kemper, Ryan Singer, and Sam Stephenson do not have access to this project, while Mark Imbriaco and Matt Linderman do have access to this project.
To add a company to a project: Enter the project and click the "People & Permissions" tab.
To add another company to the project, click the link that says "Change project permissions." Then click the link that says, "Add a company to the 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 person from this company to the project." You can add as many people as you like.
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. You can also give people inside your company admin access by clicking on the "Administrator" checkbox under their name.
Access for people in other companies (clients, etc.)...
People on the client side can have one of four permissions levels:
* Clients who have access to a project...
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]."
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 "Change project 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.
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).
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.
You can only edit to-do items, messages, and milestones that you entered (unless you have admin access). Administrators can edit all to-do items, messages, and milestones.
Note: Anyone can complete a milestone if they have access to create milestones.
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.
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.
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.
If you can't find answers here or in the forums, you can always submit a support request via email
