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
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 automations
Basic Team Members
Basic team members can:
See and take action in all projects or workspaces they’ve created or have been added to as participants
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 members cannot:
View any other team member's pipeline or individual projects
Send emails or files 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
Create or share contact forms
Access Bookkeeping
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 (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:
Send emails or files 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
Create or share contact forms
Access Bookkeeping
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 (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
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:
Send emails from projects in which they are not participants
Create and send new files from projects in which they are not participants
Customize the company's pipeline stages
Customize and distribute the company's client portal
Access Bookkeeping
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 (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.
Owners
Owners have almost full control over all aspects of the company account. They'll have all the same permissions that admins have, 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
Add or edit the account’s bank details
Issue a refund on any file
Owners cannot:
Send emails from projects in which they are not participants
Create and send new files in projects in which they are not participants
Remember, regardless of permission level, additional team members will not automatically be added as participants to projects. Though owners can view and take some action in projects they're not technically a part of, the project owner (or an existing prpject participant) will need to add the owner as a participant in order for them to send emails or create new files in a project.
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!