Project

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& Participants Monday - December 11th, 2023
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9:15 AM - 9:25 AM EST (0/1 slots scheduled)
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8 Collaborators Thursday - December 14th, 2023
£ Billing

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9:15 AM - 9:25 AM EST (0/1 slots scheduled)

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2 Participants
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Plans

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appTagline: Get paid for surveys, focus groups, and studies

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# Schedule ademo m
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|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
A Team templates (0)
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Welcome to User Interviews, Jane i
Here's how to get started recruiting for user research, from your panel or ours
If you want to recruit our participants...
Start a new project to recruit quality participants
If you want to do research with your own participants...
Recruit, schedule, and track research automatically. Free Forever up to 100 participants.
& Go to Research Hub
& Need help?
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|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
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RECRUIT . .
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COMMUNICATE Select & invite any participants in your Research Hub population.
£ Messages
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|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
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Rescheduling a participant

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screenPatterns: Schedule Select Schedule

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Dec 20, 2023 8:45 AM - 8:55 AM EST
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@ Dec 18,2023 8:30 AM - 8:40 AM EST

@ Dec 18, 2023 8:45 AM - 8:55 AM EST

@ Dec 19, 2023 8:30 AM - 8:40 AM EST

@ Dec 19, 2023 8:45 AM - 8:55 AM EST

@ Dec 19, 2023 9:45 AM - 9:55 AM EST

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@ Dec 18,2023 8:30 AM - 8:40 AM EST
@ Dec 18, 2023 8:45 AM - 8:55 AM EST
@ Dec 19, 2023 8:30 AM - 8:40 AM EST
@ Dec 19, 2023 8:45 AM - 8:55 AM EST
@ Dec 19, 2023 9:45 AM - 9:55 AM EST °
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Customers

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clients just “get” Basecamp, right away, and use it ~Max Lynch, lonic
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Apps + Desktop Newsletter Articles Before & After
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If you love Basecamp, you'll love {HEY — our take on email Updates Podcast Remote Resources Dazzle your clients
Status Books Customer Rights Long Thoughts
Jobs Privacy Policy
Policies & Terms
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@ Try it for free
°
@ Basecamp is designed, built, and backed by 37signals. Enjoy the rest of your Tuesday! 37signals “0
|Small runs circles around big. Watch our latest video OLD VS. NEW championing the underdogs, like you!
@ Basecamp What's New? Features Signin Pricing + Sign up
«GREAT COLLABORATION TOOL”
Change for the better.
We asked our customers “What changed for the better since you switched to
Basecamp?” Thousands responded, here’s some of what they said.
“Since we've been using Basecamp, our “We are able to communicate so much more “The accountability has improved, as has our
communication is drastically better and deadlines effectively. We all work from different locations and organization. We are always finding new ways to
are met without drama.’ this keeps us from doing double work” use Basecamp internally and externally”
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Participant rescheduling
Allow participants to reschedule their sessions. Rescheduled sessions will respect your minimum scheduling notice.
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P DCAST THE LATEST EPISODE
A podcast about a befter way SEASON 2 - EPISODE 0089 - DEC 27, 2023
to work and run your
business, from 37signals. k' . h :
o Working with a Business Partner
v ribe to REWORK . . . . . .
Subscribe to ©° In this week’s episode of Rework, host Kimberly Rhodes sits down with Jason Fried
@ Apple Podcasts and David Heinemeier Hansson to share the essential elements that foster a
thriving partnership.
Episode notes & transcript —
©@| Pocket Casts s B
il Radio Public SEASON 2 - EPISODE 0088 - DEC 20, 2023 SEASON 2 - EPISODE 0087 - DEC 13, 2023
B RsS Look Back Less Narrow As You Go
“If you’re going to look back at all, you should glance back ~ In their book, It Doesn’t Have to Be Crazy at Work, Jason
» Explore the archive but not stare.” — Jason Fried Fried and David Heinemeier Hansson stress the
importance of narrowing the scope as a project unfolds,
emphasizing, ‘“After the initial dust settles, the work
» About the show required to finish a project should be dwindling over time,
not expanding.”
» Get in touch
SEASON 2 - EPISODE 0086 - DEC 6, 2023 SEASON 2 - EPISODE 0085 - NOV 29, 2023
Calendar Tetris The Outwork Myth
Fver find vorireelf tranned i1 9 ocame of “Clalendar Tetric Tn todav’e hiictleccentrie work environment there’s a
|TH E <« ALL EPISODES
REwo RK SEASON 2 - EPISODE 0089 - DEC 27, 2023
A podcast about a batter way OorkKing wirn a business
to work and run your P
business, from 3Zsignals. a rtn e r
> Subscribe to REWORK In this week’s episode of Rework, host Kimberly Rhodes sits down with Jason
Fried and David Heinemeier Hansson to share the essential elements that foster
» Explore the archive a thriving partnership.
» About the show Witness ﬁrs.thand the enduring stability of their collaboration as Jason anfi Dav.ld explore hc?w explicit
power-sharing agreements and trust enable each partner to take the lead in their own domain.
Geti h Tune in for a vibrant behind-the-scenes look at how mutual admiration and a shared commitment to
> Get in fouc vision and values has paved the way for Jason and David’s long standing partnership at 37signals.
Check out the full video episode on YouTube
Key Takeaways:
= Jason and David share their origin story—from “Apple” pay to the pivotal transition into a partnership
after the Basecamp launch.
= Mutual admiration, respect, and the other factors that contribute to a successful partnership that allow
Jason and David to make decisions based on their vision and values.
= The explicit power-sharing agreements that allow each partner to take the lead in their domain—]Jason
spearheading design and David steering programming,
= The value of embracing distinct dispositions in idea generation and differences in decision-making.
|Links and Resources:

TH E Books by 37signals

REWO RK Sign up for a 30-day free trial at Basecamp.com

PO D CAST HEY World | HEY

A podcast about a better way The REWORK podcast

to work and run your The Rework P YouT:

business, from 3Zsignals. bk s ol
The 37signals Dev Blog

» Subscribe to REWORK 37signals on YouTube
@37signals on X

» Explore the archive
3 7signals on LinkedIn
Transcript:

» About the show
Kimberly (00:00): Welcome to Rework, a podcast by 37signals about the better way to work and run

. your business. I'm your host, Kimberly Rhodes, and this week we’re talking about business partnerships.

> Get in touch And the saying goes that if you’ve been in a business partnership, it’s kind of like being in a marriage.
And I'm joined today by Jason Fried and David Heinemeier Hansson, co-founders 37signals ,who have
been in that business relationship, marriage for more than 20 years, longer than a lot of people stay
actually married. So I'm sure there’s some secrets to your success that we can share with our audience.
Before we get started, Jason, I think maybe if you’ll kick us off and kind of tell us the origin story of the
two of you guys getting together. I know we’ve heard, if you've listened to the podcast for any period of
time, we’ve started by saying David only worked 10 hours a week to start, but clearly that has
progressed. So tell us how did this all get started?
Jason (00:47): He works 11 hours a week now. I think that’s about it.
David (00:50): On every other week.
Jason (00:53): Well, I was, I've been building, I’'m going to use air quotes for this software for a few years


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» Explore the archive but not stare.” — Jason Fried Fried and David Heinemeier Hansson stress the
importance of narrowing the scope as a project unfolds,
emphasizing, ‘“After the initial dust settles, the work
» About the show required to finish a project should be dwindling over time,
not expanding.”
» Get in touch
SEASON 2 - EPISODE 0086 - DEC 6, 2023 SEASON 2 - EPISODE 0085 - NOV 29, 2023
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business, from 37signals. k' : h :
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> ribe to REWORK . . . . . ;

Subscribe to ©° In this week’s episode of Rework, host Kimberly Rhodes sits down with Jason Fried

and David Heinemeier Hansson to share the essential elements that foster a

v Explore the archive thriving partnership.

Basecamp Behind the Scenes Episode notes & transcript —

Big Tech ~ Customer Support

DHH Fri

encllesenliyied SEASON 2 - EPISODE 0088 - DEC 20, 2023 SEASON 2 - EPISODE 0087 - DEC 13, 2023
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Rework Revisited importance of narrowing the scope as a project unfolds,

Running a Calm Company emphasizing, “After the initial dust settles, the work

Shape Up  Small Business required to finish a project should be dwindling over time,

not expanding.”
» About the show
SEASON 2 - EPISODE 0086 - DEC 6, 2023 SEASON 2 - EPISODE 0085 - NOV 29, 2023
» Get in touch Calendar Tetris The Outwork Myth
Fver find vorireelf tranned i1 9 ocame of “Clalendar Tetric Tn todav’e hiictleccentrie work environment there’s a
|> Subscribe fo REWORK
SEASON 2 - EPISODE 0088 - DEC 20, 2023 SEASON 2 - EPISODE 0087 - DEC 13, 2023
. Look Back Less Narrow As You Go
» Explore the archive
“If you’re going to look back at all, you should glance back ~ In their book, It Doesn’t Have to Be Crazy at Work, Jason
but not stare.” — Jason Fried Fried and David Heinemeier Hansson stress the
v About the show importance of narrowing the scope as a project unfolds,
REWORK is a podcast about a emphasizing, ‘“After the initial dust settles, the work
better way to work and run your required to finish a project should be dwindling over time,
business, from 37signals — the not expanding.”
makers of Basecamp and HEY.
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entrepreneurship tells you to scale Calendar Tetris The Outwork MY'I‘_h
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with co-founders Jason Fried and your day, leaving you little room for meaningful work? sometimes at the expense of genuine productivity.
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bring you stories from business
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bootstrapping, staying small, and What are you REALLY buying? Underdo the Competition
growing sow Every time you make a purchase, whether it’s a tangible In business, the idea that more is better often leads
REWORK is proudly hosted by product or a service, you’re casting a vote with your dollars companies to engage in an endless race to add more
Buzzsprout for the type of company you want to support and the features while losing sight of what truly matters to their
choices they make. users.
Copyright ©2023 37signals.
All rights reserved.
SEASON 2 - EPISODE 0082 - NOV 8, 2023 SEASON 2 - EPISODE 0081 - NOV 1, 2023
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Sound Like You Let Your Customers Outgrow You

» Explore the archive A small business has many benefits, like being able to move =~ Customer relationships don’t have to last forever. Keeping
quickly, stay flexible and pivot when needed, something big ~ your hands wrapped around every customer will only lead

b he sh businesses can’t do as easily. to trying to evolve into something you’re not is the death

v About the show knell for your business.

REWORK is a podcast about a

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business, from 37signals — the SEASON 2 - EPISODE 0042 - DEC 7, 2022 SEASON 2 - EPISODE 0041 - NOV 30, 2022

makers of Basecamp and HEY. .

While the prevailing narrative Your Estimates Suck Come Small, Come All

around successful “Getting out of estimates and getting into appetites and There’s a lot of talk in the tech world about getting bigger,

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fast and raise money, we think instituted,” - David Heinemeier Hansson you can scale quickly.

there’s a better way. We’ll take you

behind the scenes at 37signals

with co-founders Jason Fried and SEASON 2 - EPISODE 0040 - NOV 16, 2022

David Heinemeier Hansson and Out-Teach Your Competition

bring you stories from business

owners who have embraced with fason Fried and David Heinemeier Hansson

boots.trapping, staying small, and Throughout its tenure, 37signals has consistently grown

growing slow. without spending much on marketing,

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Telephone field
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AE - United Arab Emirates (+971)
GB - United Kingdom (+44) v
US - United States (+1)
False v
Notes
Text field
s
Cancel m
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
(4
s All participants
o Bulk actions ~ Q Add new participant
All participants Import from CSV
Manage opt-in forms
SEGMENTS APD © O Email v First name v Last name v Phone | ate added
O View molly.mobbin@gmail.com Molly Bynn 18/12/2023
O View amandadoe.mobbin@gmai... Amanda Doe 18/12/2023
O View jonsmith.mobbin@gmail.co... Jon Smith 14/12/2023
O View judytuft.mobbin@gmail.com Judy Tuft 14/12/2023
Select all 4 participants | & Invite Rules @ ¥ Invite participants to project
Showing 1- 4 of 4 « E »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
<< . . . . . .
Editing abigailsmith@gmail.com
Hub panel v
First name
All participants Text field
Abigail
SEGMENTS ADD ©
Last name
Text field
Smith
Telephone field
Country code Phone number
Select... v
Timezone
(-05:00) America/New York v
Unsubscribed
False v
Notes
Text field
Z
Cancel m
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+
« |
Hub panel v All PartiCiPants
All participants Bulicactions - Q

SEGMENTS APD © O Email v First name v Last name v Phone number v Date added
O View molly.mobbin@gmail.com Molly Bynn 18/12/2023

O View amandadoe.mobbin@gmai... Amanda Doe 18/12/2023

O View jonsmith.mobbin@gmail.co... Jon Smith 14/12/2023

O View judytuft.mobbin@gmail.com Judy Tuft 14/12/2023

Showing 1- 4 of 4 « E »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
<< . . . . . .
Editing abigailsmith@gmail.com
Hub panel v
First name
All participants Text field
Abigail
SEGMENTS ADD ©
Last name
Text field
Smith
Telephone field
Country code Phone number
AD - Andorra (+376)
AE - United Arab Emirates (+971) v
AF - Afghanistan (+93)
AG - Antigua & Barbuda (+1) v
Al - Anguilla (+1)
AL - Albania (+355)
AM - Armenia (+374) Z
AN - Netherlands Antilles (+599)
Cancel m
|Add new participant X
Email
abigailsmith@gmail.com
|Add new participant X
Email
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
<< . . . . . .
Editing abigailsmith@gmail.com
Hub panel v
First name
All participants Text field
Abigail
SEGMENTS ADD ©
Last name
Text field
Telephone field
Country code Phone number
Select... v
Timezone
(-05:00) America/New York v
Unsubscribed
False v
Notes
Text field
4
Cancel m
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
<< . . . . . .
Editing abigailsmith@gmail.com
Hub panel v
First name
All participants Text field
Abigail
SEGMENTS ADD ©
Last name
Text field
Smith
Telephone field
Country code Phone number
US - United States (+1) v 000000000000
Phone country code does not match the phone number.
Phone number is invalid. If you are using a non-US number, please include the "+" before the country code.
Timezone
(-05:00) America/New York v
Unsubscribed
False v
Notes
Text field
Customer experience
7z
Cancel m
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
<< . . . . . .
Editing abigailsmith@gmail.com
Hub panel v
First name
All participants Text field
Abigail
SEGMENTS ADD ©
Last name
Text field
Smith
Telephone field
Country code Phone number
US - United States (+1) v 000000000000
Timezone
(-05:00) America/New York v
Unsubscribed
False v
Notes
Text field
s
Cancel m


Deleting a page

screenPatterns: Delete Confirmation

pageType: Application Application Application Application Application

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ® Comments &+ Share
@ Project overview
Create a screener survey
@ Session details
Here are some best practices to consider and some common mistakes to avoid.
@ Invitation email
O screener survey (optional) v Pagel :
Scheduling
# Do you have a laptop? Pick One v ® @
Review & launch y
No Reject v ® O
Yes Accept v ® o
Accept v ® @
# Required (] Add "Other" option Key screener question @
¥ Applied skip logic
Skip to Finish if:
« No in this question is chosen
H . N . N ') @ -
**  How is your English proficiency? Pick One v L N
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ® Comments &+ Share
@ Project overview T
**  How is your English proficiency? Pick One v ® @
@ Session details Y
Good Accept ® o
@ Invitation email 00 P h
Ok Accept v ® O
O screener survey (optional)
Poor Accept v ® O
Scheduling
Other
Review & launch Accept b
@ Required @ Add "Other" option m Key screener question @
# Do you have a laptop? Pick One v ® @
s
No Reject v ® O
Yes Accept v ® O
Accept v ® @
# Required (] Add "Other" option Key screener question @
-
" N . N
¥ Applied skip logic
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ® Comments &+ Share
Accept v
@ Project overview
@ Required @ Add "Other" option m Key screener question @
@ Session details
Add new question ¥ Edit skip logic
@ Invitation email
O screener survey (optional) @ LebE e
Scheduling
v Page 2 :
Review & launch Duplicate
i Pick One v | @ Delete
s
Accept v ® @
Accept v ® @
Accept v ® @
# Required (] Add "Other" option m Key screener question @
Add new question ¥ Add skip logic
® Add new page .‘
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ® Comments &+ Share
Accept v
@ Project overview
@ Required @ Add "Other" option m Key screener question @
@ Session details
Add new question ¥ Edit skip logic
@ Invitation email
O screener survey (optional) @ LebE e
Scheduling
v Page 2 :
Review & launch
H Pick One v (@
s
Accept v ® @
Accept v ® @
Accept v ® @
# Required (] Add "Other" option m Key screener question @
Add new question ¥ Add skip logic
® Add new page .‘
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ® Comments &+ Share
Accept v
@ Project overview
# Required @ Add "Other" option CD Key screener question @
@ Session details
Add new question ¥ Edit skip logic
@ Invitation email
O screener survey (optional) ® Add new page
Scheduling
v Pag . :
Are you sure you want to delete this page?
Review & launch
s Deleting the page will also delete all questions inside the page.
i Pick One v @
Confirm delete
Accept v ® @
Accept v ® @
Accept v ® @
# Required (] Add "Other" option CD Key screener question @
Add new question ¥ Add skip logic
® Add new page .‘


Sending a message

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox ¥ Bulk message Message Jon Smith View Profile

RECRUIT

Amanda Doe You
2 Participants [ ] AD Notafit
=Y . .

Last message - 9 minutes ago at 2:43 pm 12/18/2023,2:42:39]PM
Screener survey . .

Jon Smith thank you for applying, please let me know your availability.
® Invite participants JSs Participant canceled

Last message - 10 minutes ago at 2:42 ... V' New message
SCHEDULE Molly Bynn

MB  Approved
Confirmed sessions No messages
) Manage availability
z
COMMUNICATE Message sent as email
£ Automated emails
SETTINGS
202 Collaborators
£ Billing
-
N
(¢ |I| »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox ¥ Bulk message Message Jon Smith View Profile

RECRUIT

Jon Smith You
2 Participants [ ] JS Qualified
=1 . .

Last message - less than a minute ago a... 12/18/2023,2:42:39]PM
Screener survey . -

Molly Bynn thank you for applying, please let me know your availability.
® Invite participants MB  qualified

No messages
SCHEDULE Amanda Doe

AD Unqualified
Confirmed sessions No messages
) Manage availability
4
Message sent as email
COMMUNICATE
& Messages
& Automated emails
SETTINGS
202 Collaborators
£ Billing
-
N
(¢ |I| »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox ¥ Bulk message Message Jon Smith View Profile

RECRUIT

Jon Smith
2 Participants [ ] JS Qualified

No messages . P

thank you for applyin lease let me know your availability.

Screener survey y pplying, p y Y

Molly Bynn
® Invite participants MB  qualified

No messages y

Message sent as email
SCHEDULE Amanda Doe
Confirmed sessions No messages
) Manage availability
COMMUNICATE
& Messages
£ Automated emails
SETTINGS
202 Collaborators
£ Billing
-
N
(¢ |I| »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox ¥ Bulk message Message Jon Smith View Profile

RECRUIT

Jon Smith You
2 Participants [ ] JS Participant canceled
=1 . .

Last message - 3 minutes ago at 2:53 pm 12/18/2023,2:42:39]PM
Screener survey Amanda Doe thank you for applying, please let me know your availability.
® Invite participants AD  Notafit

Last message - 12 minutes ago at 2:43 ...
SCHEDULE Molly Bynn .

MB  Approved Js Jon Smith N
Confirmed sessions No messages 12/18/2023 125321 S
# Manage availability hi sorry I'm not sure if | can make it, I'll like to cancel please
COMMUNICATE
& Messages
& Automated emails
SETTINGS 4
Message sent as email
202 Collaborators
£ Billing
[
N
« E »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox ¥ Bulk message Message Jon Smith View Profile

RECRUIT

Jon Smith
2 Participants [ ] JS Qualified

No messages
Screener survey

Molly Bynn
® Invite participants MB  qualified

No messages y

Message sent as email
SCHEDULE Amanda Doe
Confirmed sessions No messages
) Manage availability
COMMUNICATE
& Messages
£ Automated emails
SETTINGS
202 Collaborators
£ Billing
-
N
(¢ |I| »


Adding available sessions

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
(2 Preview participant view [YELEREELEE T
RECRUIT
2 Participants (1] Timezone: America/New_York
Screener survey
Sun, Dec 17 Mon, Dec 18 Tue, Dec 19 Wed, Dec 20 Thu, Dec 21 Fri, Dec 22 Sat, Dec 23
® Invite participants
all-day
SCHEDULE 8am
Contiluiee] S 8:30am (S |l 2 | 2
) Manage availability
9am
COMMUNICATE
9:30am
£ Messages
10am
& Automated emails
10:30am
SETTINGS
T1am
202 Collaborators
& Billing 11:30am
12pm
12:30pm
Tpm -
N
1:30pm
20m
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
(2 Preview participant view [YELEREELEE T
RECRUIT
2 Participants (1] Timezone: America/New_York
Screener survey
Sun, Dec 17 Mon, Dec 18 Tue, Dec 19 Wed, Dec 20 Thu, Dec 21 Fri, Dec 22 Sat, Dec 23
® Invite participants
all-day
SCHEDULE 8am
Confirmed sessions 8:30am
) Manage availability
9am
COMMUNICATE
9:30am
£ Messages
10am
& Automated emails
10:30am
SETTINGS
T1am
202 Collaborators
& Billing 11:30am
12pm
12:30pm
Tpm -
N
X Discard changes B Save changes
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
. S v M
Js Jon Smith -
Schedule for specific time slot
Overview  Screener  Participantdata  Sessions
Participant overview
Status Match percentage
Qualified 100% match
Date applied Contact info
December 18, 2023 jonsmith.mobbin@gmail.com
Key screener questions v
@ Do you have a laptop?
Pick one
® Yes (accept)
[
N
< > Not a fit Approve & invite
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
! X
. 2 Vv | =
Js Jon Smith =
Schedule for specific time slot
Overview  Screener Participant data  Sessions

Participant overview

Add Available Sessions Status Match percentage
ifi. )

As soon as you approve someone, we notify them to sign up for a L 15275 [EET
session, but you don't have any sessions available!

Date applied Contact info

December 18, 2023 jonsmith.mobbin@gmail.com

Cancel Add Sessions
— Key screener questions v
@ Do you have alaptop?
Pick one
® Yes (accept)
(]
A
< > Not a fit Approve & invite
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
(2 Preview participant view [YELEREELEE T
RECRUIT
2 Participants (1] Timezone: America/New_York
Screener survey
Sun, Dec 17 Mon, Dec 18 Tue, Dec 19 Wed, Dec 20 Thu, Dec 21 Fri, Dec 22 Sat, Dec 23
® Invite participants
all-day
SCHEDULE 8am
Contiluiee] S 8:30am (S |l 2 | 2
) Manage availability
9am
COMMUNICATE
9:30am
£ Messages
10am
& Automated emails
10:30am
SETTINGS
T1am
202 Collaborators
& Billing 11:30am
12pm
12:30pm
Tpm [
N
X Discard changes B Save changes
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
(2 Preview participant view [YELEREELEE T
RECRUIT
2 Participants (1] Timezone: America/New_York
Screener survey
Sun, Dec 17 Mon, Dec 18 Tue, Dec 19 Wed, Dec 20 Thu, Dec 21 Fri, Dec 22 Sat, Dec 23
® Invite participants
all-day
SCHEDULE 8am
Confirmed sessions 8:30am
) Manage availability
9am
COMMUNICATE
9:30am
£ Messages
10am
& Automated emails
10:30am
SETTINGS
T1am
202 Collaborators
& Billing 11:30am
12pm
12:30pm
Tpm -
N
1:30pm
20m


Merging people

screenElements:
Stacked List
Divider
Icon

screenPatterns:
Confirmation
Other Action
Settings & Preferences

screenKeywords:
@ Basecamp A Home <= Lineup ®Pings &adHey! © Activity © MysStuff Q Find ‘
o Adminland > Merge people
Merge these two people?

Abigail Smith > John Smith

abigailsmith.mobbin@gmail.com jsmith.mobbin@gmail.com
If you proceed to merge them...
» All of Abigail Smith’s project accesses, assignments, reminders, and subscriptions will be merged into John Smith.
+ John Smith will not inherit Abigail Smith’s historical activity, or gain access to Abigail Smith's Ping conversations.
¢ Abigail Smith will be removed from the account.
Are you sure you want to proceed?
Use caution. This can't be undone.

Yes, merge these people No, never mind
|@ Basecamp A Home <= Lineup ®Pings &adHey! © Activity © MysStuff Q Find ‘
o* Adminland
Merge people
Merge one person on your account into another. Use this when there are duplicates or when you want a new person
to inherit someone else's project access and assignments.
How it works
You'll pick two people: a winner and a loser. The winner will receive all of the loser’s assignments, reminders,
notification subscriptions, and access to projects. They will not inherit the loser’s historical activity, nor will they gain
access to their Ping conversations. After merging the loser will be removed from the account.
Step 1: Choose the loser of the merge
(D) Abigail Smith x 2

The loser will be merged into the winner and then the loser will be removed.

Next step...
|@ Basecamp A) Home = Lineup % Pings L2 Hey! @ Activit () My Stuff  Q Find Q
The user merging is on its way. It might take a while to complete depending on the amount of data to transfer.
o* Adminland
Merge people

Merge one person on your account into another. Use this when there are duplicates or when you want a new person
to inherit someone else's project access and assignments.
How it works
You'll pick two people: a winner and a loser. The winner will receive all of the loser’s assignments, reminders,
notification subscriptions, and access to projects. They will not inherit the loser’s historical activity, nor will they gain
access to their Ping conversations. After merging the loser will be removed from the account.
Step 1: Choose the loser of the merge

Type a person’s name... =
The loser will be merged into the winner and then the loser will be removed.

Next step...
Recent merges
( Abigail Smith - () John Smith Finished
|@ Basecamp A Home <= Lineup ®Pings &adHey! © Activity © MysStuff Q Find ‘
o Adminland > Merge people
Merge into...

Abigail Smith

abigailsmith.mobbin@gmail.com
Who do you want to merge Abigail Smith into?
The person you choose below will receive all of the Abigail Smith’s assignments, reminders, notification
subscriptions, and access to projects. However, they will not inherit Abigail's historical activity or gain access to
Abigail's Ping conversations.
Step 2: Choose the winner of the merge

@ John Smith x =
Next step: Preview the merge...
|@ Basecamp A Home <= Lineup ®Pings &adHey! © Activity © MysStuff Q Find .
o Adminland > Merge people
Merge into...

Abigail Smith

abigailsmith.mobbin@gmail.com
Who do you want to merge Abigail Smith into?
The person you choose below will receive all of the Abigail Smith’s assignments, reminders, notification
subscriptions, and access to projects. However, they will not inherit Abigail's historical activity or gain access to
Abigail's Ping conversations.
Step 2: Choose the winner of the merge

Type a person’s name... =
Next step: Preview the merge...
|@ Basecamp A Home <= Lineup ®Pings &adHey! © Activity © MysStuff Q Find ‘
o Adminland
Manage your Basecamp account
Administrators
’ Jane Doe
You're an admin, so you can...
B Add/remove people or change their access
a Add/remove administrators
Invite coworkers with a link
a Manage groups
Manage companies
Rename project tools
Change message categories
Move projects from Basecamp 2 to Basecamp 4
Merge people
Admin Pro Pack , included with Pro Unlimited
Change who can send pings
Your free trial ends on Wed, Jan 31. Buy Basecamp today - Need help getting set up? Contact our Basecamp experts. @
|@ Basecamp A Home <= Lineup ®Pings &adHey! © Activity © MysStuff Q Find ‘
o* Adminland
Merge people
Merge one person on your account into another. Use this when there are duplicates or when you want a new person
to inherit someone else's project access and assignments.
How it works
You'll pick two people: a winner and a loser. The winner will receive all of the loser’s assignments, reminders,
notification subscriptions, and access to projects. They will not inherit the loser’s historical activity, nor will they gain
access to their Ping conversations. After merging the loser will be removed from the account.
Step 1: Choose the loser of the merge
Type a person’s name... =

The loser will be merged into the winner and then the loser will be removed.

Next step...