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


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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.


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