To communicate with clients, collaborators, and team members through a project's activity feed, you must add them as participants in your workspace. Simply provide their name, email address, and contact info, and they will receive all messages and files you send in the workspace.
Use the search bar or go to the Projects tab to locate the project you want to add a participant to
Under the project name, select + Add > select the participant's role
Add the participant details
Client: Either add an existing client or create a new one (and enter the client's info if you're adding a new one)
Collaborator: Enter the collaborator's info (like their email address, name, and company name)
Team member: Select which team members you'd like to add to the project
Click Add
If there's already been activity in the project, you can quickly decide if you want to notify the participant that they've been added to the project from the pop-up
If you'd like to send your client portal link: select the participant you want to send an email to > select Review Email > send the email (this email will include a link to the client portal)
If you don't yet want to communicate with the client: click X
The client will not be notified that they've been added to the project
You can also select Don't show again to stop seeing this screen when you add participant to projects
The participant will be added to the project workspace, where they can view details and take specific actions based on their assigned role.
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!