When you're adding a team member to your HoneyBook account, it's important to assign the appropriate role permissions based on the level of access they need. We have a variety of role types to choose from: basic team members, moderators, admins, and super admins.
📣 Note
This article references accounts with multiple team members, available for HoneyBook’s Essentials and Premium plan members. Learn more about the features included in each plan here.
All roles
All team member roles can:
Add new contacts
Manage the account’s company info
Manage the account’s templates
Manage the account’s image and file Library
Manage the account’s Preferences
Manage the account's automations
Basic team members
Basic team members
Basic team members can:
Add new contacts
See and take action in all projects or workspaces they’ve created or have been added to as participants
Manage the account’s company info
Manage the account’s templates
Manage the account’s image and file Library
Manage the account’s Preferences
Manage the account's automations
Basic team members cannot:
Access other team members' contacts (other team members' contacts are not shared with basic team members)
View any other team member's pipeline or individual projects
Create and send files and emails from projects in which they are not participants
Customize the company's pipeline stages
Customize and distribute the company's client portal
Add team members or change user roles
Create session types that may be scheduled with multiple team members or edit other team members' sessions
Create or share contact forms
Access Bookkeeping information for projects on which they are not the workspace owner
Access Reports for projects on which they are not the workspace owner
Download CSV Reports
Add or edit the account’s bank details
Issue refunds on files that they do not own
Remember, regardless of permission level, additional team members will not automatically be added as participants to projects. The project owner, company owner, super admin, or an existing project participant will need to add a basic-level team member as a project participant in order for them to view, send emails, or send files through the project.
Moderators
Moderators
Moderators have basic user permissions, plus they can:
View all other team members' workspaces and pipelines
View contacts that other team members have added in their own contact list
Edit the project details for any project, whether or not they're a participant
Moderators cannot:
Create and send files and emails from projects in which they are not participants
Customize the company's pipeline stages
Customize and distribute the company's client portal
Add team members or change user roles
Create session types that may be scheduled with multiple team members or edit other team members' sessions
Create or share contact forms
Access Bookkeeping information for projects on which they are not the workspace owner
Access Reports for projects on which they are not the workspace owner
Download CSV Reports
Add or edit the account’s bank details
Issue refunds on files that they do not own
Remember, regardless of permission level, additional team members will not automatically be added as participants to projects. The project owner, company owner, super admin, or an existing project participant will need to add a moderator-level team member as a project participant in order for them to send emails or files through the project.
Admins
Admins
Admins have moderator use permissions, plus they can:
Add team members and change user roles
Create and share contact forms
Create session types that may be scheduled with multiple team members, and edit all sessions within the company
Issue a refund on any file
Edit and send an existing file—or resend a file that has already been sent—in a project workspace that they have NOT been added to as a participant. The email that is sent will be sent on behalf of the project workspace owner
Admins cannot:
Create and send files and emails from projects in which they are not participants
Customize the company's pipeline stages
Customize and distribute the company's client portal
Access Bookkeeping information for projects on which they are not the workspace owner
Access Reports for projects on which they are not the workspace owner
Download CSV Reports
Add or edit the account’s bank details
Remember, regardless of permission level, additional team members will not automatically be added as participants to projects. Though admin-level users can view and take some action in projects they're not technically a part of, the project owner, company owner, super admin, or an existing project participant will need to add an admin-level team member as a project participant in order for them to send emails or create new files in the project.
Super admins (NEW)
Super admins (NEW)
Super admins have admin use permissions, plus they can:
Customize and distribute the company's client portal
Customize the company's pipeline stages
Access Reports
Download CSV Reports
Access Bookkeeping
Create and send files and emails from projects in which they are not participants
Super admins cannot:
Add or edit the account’s bank details
Access or edit the account's Membership details
Update any custom domains
Add Multiple Companies the the HoneyBook account
Owners
Owners
Owners have virtually full control over all aspects of the company account. They'll have all the same permissions that super admins have, plus they can:
Add or edit the account’s bank details
Access or edit the account's Membership details
Add Multiple Companies to the HoneyBook account
📣 Note
Each account can have only one owner. If your business has a co-owner, or someone who needs access to everything except bank and membership details, consider adding them to your team as a super admin.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!