Working with Clients in Basecamp
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- Опубликовано: 30 июл 2024
- When you add clients into a Basecamp project, you can choose what parts of the project they can see. This allows you to have internal discussions with your team right alongside conversations with your client while keeping things separated. In this video, Kimberly from Basecamp's Customer Success team walks through the benefits of working with clients inside of Basecamp, how to add clients into your Basecamp account, assign them to a project, and how to change the visibility of project elements.
You can learn more about Basecamp's project management software at basecamp.com/
Timestamps:
00:00 - Introduction to working with clients in Basecamp
01:00 - Getting your Basecamp project set up before inviting a client into your account
01:32 - Giving your Basecamp project client access
01:47 - Inviting clients to your Basecamp account
03:07 - Inviting clients to a Basecamp project
03:29 - How to tell a project has clients on it
03:48 - Changing Basecamp elements from private to shared with the client
04:03 - Turning on client access on the Basecamp Message Board
04:34 - Client access on the Basecamp to-do list
05:05 - Client access on Basecamp documents and files
05:34 - Client access on Basecamp schedules and events
05:43 - Client access on Basecamp Campfire tool
06:20 - Other ways to use the "client" category in Basecamp
07:04 - How to reach the Basecamp Customer Success team with questions
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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.
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 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
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
great! thank you
You're so welcome, Joa. Let us know if you have any questions! - 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
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
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
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!
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