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About team member roles and permissions in HoneyBook

Assign the right HoneyBook role to each team member to control access, protect sensitive information, and streamline collaboration

Updated over 2 months ago

When adding a team member to your company, assign role permissions based on the level of access appropriate for their work.

All roles

Here's what all team member roles can do:

  • Control projects and files in their own pipelines

  • 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

  • See and take action in all projects they’ve created or have been added to as participants

  • View, edit, and add notes in projects they’ve created or have been added to as participants

Basic team member

Here's what basic team members cannot do:

  • Cannot access other team members' contacts (other team members' contacts are not shared with basic team members)

  • Cannot view any other team member's pipeline or individual projects

  • Cannot create and send files and emails from projects in which they are not participants

  • Cannot customize the company's pipeline stages

  • Cannot customize and distribute the company's client portal

  • Cannot add team members or change user roles

  • Cannot create session types that may be scheduled with multiple team members or edit other team members' sessions

  • Cannot create or share contact forms

  • Cannot access Bookkeeping information for projects on which they are not the workspace owner

  • Cannot access Reports for projects on which they are not the workspace owner

  • Cannot download CSV Reports

  • Cannot add or edit the account’s bank details

  • Cannot issue refunds on files that they do not own

  • Cannot view, edit, and add notes in projects they did not create or have not been added to as a participant

Moderators

Moderators have the same permissions as basic team members, and can also:

  • 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

  • View notes in any project

Here's what moderators cannot do:

  • Cannot create and send files and emails from projects in which they are not participants

  • Cannot customize the company's pipeline stages

  • Cannot customize and distribute the company's client portal

  • Cannot add team members or change user roles

  • Cannot create session types that may be scheduled with multiple team members or edit other team members' sessions

  • Cannot create or share contact forms

  • Cannot access Bookkeeping information for projects on which they are not the workspace owner

  • Cannot access Reports for projects on which they are not the workspace owner

  • Cannot download CSV Reports

  • Cannot add or edit the account’s bank details

  • Cannot issue refunds on files that they do not own

  • Cannot edit and add notes in projects they did not create or have not been added to as a participant

Admins

Admins have the same permissions as moderators, and can also:

  • 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 resend a file in a project workspace where someone is not a participant (he email will be sent on behalf of the project owner)

  • Edit notes in any project

Here's what admins cannot do:

  • Cannot reate and send files and emails from projects in which they are not participants

  • Cannot customize the company's pipeline stages

  • Cannot customize and distribute the company's client portal

  • Cannot access Bookkeeping information for projects on which they are not the workspace owner

  • Cannot access Reports for projects on which they are not the workspace owner

  • Cannot download CSV Reports

  • Cannot add or edit the account’s bank details

  • Cannot add new notes in projects they did not create or have not been added to as a participant

Super admins

Super admins have the same permissions as admins, and can also:

Here's what super admins cannot do:

  • Cannot add or edit bank details to receive payments (only the account owner can do this)

  • Cannot access or edit the account's Membership details (only the account owner can do this)

  • Cannot update any custom domains (only the account owner can do this)

  • Cannot add multiple companies to the HoneyBook account (only the account owner can do this)

Owners

📣 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.

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 also:

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!

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