When you invite your team to join your HoneyBook account, you can share workspaces, assign projects, collaborate, and more. If you need to add a team member to an additional company, switch to that company first.
Team members are available for HoneyBook Essentials and Premium plan members.
✅ Note
Adding a bookkeeper looks slightly different. Learn how to add a bookkeeper to your HoneyBook account.
Add a team member
From the top navigation menu, select your profile photo > select Company settings
Select the Team tab
Select the Invite button
Enter the team member information, which includes selecting the team member's role)
Select the Invite button
Having trouble adding a team member? It could be that they already have a HoneyBook membership under the email address entered. Consider adding them under an alternative email. Or, if they're a contractor, add them to projects that you want to collaborate in as a Collaborator.
Your colleague will receive an email invitation to your team, prompting them to head to HoneyBook, set their password, and complete their profile!
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!