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Adding team members

Last Updated: Oct 21, 2017 02:11PM PDT

Do you collaborate with team members on events and projects?
If so, follow the steps below to invite your team to join your HoneyBook account (at no additional cost) where you can share workspaces, assign projects, collaborate and more.

 

1. Within your Pipeline, click the avatar icon in the top right corner from the top navigation bar to access your company settings. 

2. Click the Company tab.

3. Click the Team tab. Then click the "Invite" button. 





4. Enter in your team member's email address, and then click the "Add" button to add them to your team.

5. You're almost done! Now you can choose which type of role you want them to play inside of your account. You can choose either Basic, Moderator, or Admin. See what privileges each role has
here


6. Still having trouble adding your team member? It could be that they're already in our system or already have a HoneyBook account. Shoot us a quick email to concierge@honeybook.com with the team member's email address you're trying to add, and we'd happy to add them for you!

Contact Us

concierge@honeybook.com
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