Add Basecamp users or resources
Important - Read Me First
- For non-Basecamp projects please refer to How do I add users or resources?
- You cannot add new Basecamp users outside of Basecamp. Rather, in Basecamp you must add them to a project and then import the project into Roadmap.
- Imported Basecamp users do not automatically receive Roadmap login credentials, which are separate and distinct from Basecamp login credentials.
- Roadmap distinguishes between users and resources: Users can login and be assigned to things, whereas Resources cannot login but can still be assigned to things.
Migrate Basecamp Person to Roadmap User
Clean-Up Old Basecamp Data
Migrate Basecamp Person to Roadmap User
After importing your Basecamp projects:
- Go to the Resources Tab
- Navigate to a grid view and find the Type column (add column to view if necessary)
- Click the icon and select User - has login account and follow the instructions
Clean-Up Old Basecamp Data
If you've used Basecamp for several years, you've probably accumulated a lot clients, contractors, etc. This tutorial shows you how to hide or otherwise suppress the display older resource information.