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—and we have a variety of role types to choose from!
ALL ROLES can:
- 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 Workflows
BASIC team members can:
- Have control over Projects and files in their own Pipelines
- See all Workspaces they’ve created or have been added to
MODERATORS have all Basic permissions, plus they can:
- View all other team members' Workspaces and Pipelines
ADMINISTRATORS (Admins) have all Moderator permissions, plus they can:
- Add team members and change user roles
- 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. The email that is sent will be sent on behalf of the Project Workspace owner.
PLEASE NOTE: Team members will not be able to send messages or create new files in Projects if they are not added as a participant on that Project. If you wish your team member to have full access to a Project, be sure to add them as a participant.
OWNERS have all Admin permissions, plus they can:
- Customize and distribute the company's Client Portal
- Customize the company's Pipeline stages
- Access and control Reports (Analytics)
- Access and control Bookkeeping
- Control leads and Inquires that come in via the HoneyBook Contact Form
- Add or edit the account’s bank details
PLEASE NOTE: Team members will not be able to send messages or create new files in Projects if they are not added as a participant on that Project. If you wish your team member to have full access to a Project, be sure to add them as a participant.
Want to learn more?
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!