When adding a team member to your company, assign role permissions based on the level of access appropriate for their work. Team members are available for HoneyBook Essentials and Premium plan members.
All roles
Here's what all team member roles can do:
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 member
Basic team member
Here's what basic team members can do in addition to what's available to all roles:
See and take action in all projects or workspaces they’ve created or have been added to as participants
Here's what basic team members cannot do:
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
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 the same permissions as basic team members, and 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
Here's what moderators cannot do:
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
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.
Admins
Admins
Admins have the same permissions as moderators, and 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 resend a file in a project workspace where someone is not a participant (he email will be sent on behalf of the project owner)
Here's what admins cannot do:
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
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.
Super-admins
Super-admins
Super-admins have the same permissions as admins, and 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
Here's what super-admins cannot do:
Add or edit the account’s bank details
Access or edit the account's Membership details
Update any custom domains
Add multiple companies to the HoneyBook account
Owners
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:
Add or edit the account’s bank details
Access or edit the account's Membership details
Add multiple companies to the HoneyBook account
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!