Just used basecamp to develop a new website for a client. It took a bit to get them to use it instead of email, but once they started using basecamp it was great. ( also if they did mail I just used email forwarding to capture it in the project)
The ability to restrict a client's specific permissions within a project used to be part of the Classic version of Basecamp. Why was this removed? Without this feature, we are currently playing tug of war with clients who are either intentionally or unintentionally changing to-do's that we agreed to manage for them. We want them to see the to-do's and add their comments on them, but not edit or add to-do's since it can create confusion when they have not been formally approved. How can this be addressed?
This is a serious issue. I just had a whole organization sign onto Basecamp and now I have parents accidentally adding calendar events when they should not have permission to do so. There is now no way to restrict this! This is like a recipe for chaos
Hi Kimberly, is there any way that my client cannot see who all are there on the project except me? As I don't want my client to know that I have a team.
Hi there! Unfortunately there's not a way to "hide" who is on the project from others, including clients. You can choose what parts of the project clients see - like to-dos, messages, files - but there isn't a way to have people appear as if they're not on the project at all. Sorry that's not exactly what you want to hear! -Kimberly
Yes! Clients are able to upload files to a project. Let us know if you have any other questions. Our support team is standing by: guides@basecamp.com -Kimberly
Hi Andrew! With our current pricing plan, there is no additional charge to add clients to your account. You only pay for team members on your account, not clients. - Kimberly
@@37signals I liked how you also cited examples for "non-client" use of clients too - now, how about a setting to name "client" within an account (e.g. volunteer, applicant, etc).
@@37signals Is there any plan to allow renaming clients if needed? That would be great help as I literally have suppliers (the, well, exact opposite of clients) who I only want to share some documents with in a project that is HQ of my company. This flexibility would be really helpful indeed!
Great video! Can a Client be changed into a full Employee?? I have a choir member (‘Client’ who has been elected to the Management Team. But I only seem to be able to change them to ‘Outside Collaborator’, whereas I want them fully integrated as a ‘proper’ employee. Any thoughts? Thanks in anticipation 😊
Thanks for watching! There is a way to change a client to an employee. It's a bit of a multi-step process, but our support team can help! Email them at support@basecamp.com and they'll walk you through it. I gave them a heads up you'd be reaching out. -Kimberly
Love to hear that! Definitely sign up for a free trial to check it out for yourself. And if you have any questions as you're getting started, shoot an email over to guides@basecamp.com. -Kimberly
Just used basecamp to develop a new website for a client. It took a bit to get them to use it instead of email, but once they started using basecamp it was great. ( also if they did mail I just used email forwarding to capture it in the project)
Yessss! Once you get clients in Basecamp, you never want to go back. And +1 on the email forwards! -Kimberly
Getting clients to use this instead was my very first thought. Some clients can be hard to persuade and this is a wonderful option for organizating.
This is very helpful, this makes this even more valuable to use in my day to day realty services business. Thank you.
Oh yay! So glad to hear it, Jonathan! Reach out if you have any questions as you start working with clients in Basecamp. -Kimberly
The ability to restrict a client's specific permissions within a project used to be part of the Classic version of Basecamp. Why was this removed? Without this feature, we are currently playing tug of war with clients who are either intentionally or unintentionally changing to-do's that we agreed to manage for them. We want them to see the to-do's and add their comments on them, but not edit or add to-do's since it can create confusion when they have not been formally approved. How can this be addressed?
This is a serious issue. I just had a whole organization sign onto Basecamp and now I have parents accidentally adding calendar events when they should not have permission to do so. There is now no way to restrict this! This is like a recipe for chaos
Excellent overview. I think I'll use the "client" category of user more in the future. 👍🏻
So glad this was helpful! I love the client feature. -Kimberly
Hi Kimberly, is there any way that my client cannot see who all are there on the project except me? As I don't want my client to know that I have a team.
Hi there! Unfortunately there's not a way to "hide" who is on the project from others, including clients. You can choose what parts of the project clients see - like to-dos, messages, files - but there isn't a way to have people appear as if they're not on the project at all. Sorry that's not exactly what you want to hear! -Kimberly
Can clients upload file assets for the project if set to allow?
Yes! Clients are able to upload files to a project. Let us know if you have any other questions. Our support team is standing by: guides@basecamp.com -Kimberly
When you add a client. Do you have to pay for them as if they were another user?
Hi Andrew! With our current pricing plan, there is no additional charge to add clients to your account. You only pay for team members on your account, not clients. - Kimberly
Thanks Kimberley, this is the missing piece of the puzzle for me
So glad this was helpful! Definitely reach out if there's anything you have questions about. -Kimberly
@@37signals I liked how you also cited examples for "non-client" use of clients too - now, how about a setting to name "client" within an account (e.g. volunteer, applicant, etc).
Ooh! That's interesting. I'll definitely float that idea to the team. -Kimberly
@@jonbloor8661 - I have the same request! Great idea. "Client" definitely throws some people off when that context doesn't make sense for the project.
@@37signals Is there any plan to allow renaming clients if needed? That would be great help as I literally have suppliers (the, well, exact opposite of clients) who I only want to share some documents with in a project that is HQ of my company. This flexibility would be really helpful indeed!
Great video!
Can a Client be changed into a full Employee??
I have a choir member (‘Client’ who has been elected to the Management Team. But I only seem to be able to change them to ‘Outside Collaborator’, whereas I want them fully integrated as a ‘proper’ employee.
Any thoughts?
Thanks in anticipation 😊
Thanks for watching! There is a way to change a client to an employee. It's a bit of a multi-step process, but our support team can help! Email them at support@basecamp.com and they'll walk you through it. I gave them a heads up you'd be reaching out. -Kimberly
Your review was super good that I'm considering the switch from Asana.
Love to hear that! Definitely sign up for a free trial to check it out for yourself. And if you have any questions as you're getting started, shoot an email over to guides@basecamp.com. -Kimberly
I used to listen Kimberly on Rework Podcast but didn't know what she was like. 😍❤
Oh hi! Thanks for being a Rework listener and checking out these video tutorials. - Kimberly
great! thank you
You're so welcome, Joa. Let us know if you have any questions! - Kimberly