Team member roles in HoneyBook
Understanding the options for your team's permissions and roles
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

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.

PLEASE 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:


Basic team members

Basic team members can:

Basic team members cannot:

  • 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

  • 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 user as a participant in order for them to view, send emails, or send files through a project.

Moderators

Moderators have basic user permissions, plus they can:

  • View all other team members' workspaces and pipelines

  • 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

  • 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 user as a participant in order for them to send emails or files through a project.


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

  • 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 user as a participant in order for them to send emails or create new files in a project.

Super admins (NEW)

Super admins have admin use permissions, plus they can:

Super admins cannot:

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:

PLEASE NOTE: Each account can have only one owner. If your business has a co-owner, consider adding them to your team as a super admin.





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