To communicate with clients, collaborators, and team members via the activity feed or send them any type of file, you'll first need to add them to your workspace as participants. Once you add their name, email address, and other contact info, they'll receive all messages and will have full access to the files and communication within the workspace.
To add a participant to a project:
1. First, navigate to the project that requires an additional participant.
2. Just below the project header, you'll find the current project participants. Click + Add.
3. Select the participant's role: client, collaborator, or team member.
4. Add the required participant details.
Client: You'll have the option to either create a new client or add an existing one. If creating a new client, enter their name, email address, and any other details.
Collaborator: Enter the collaborator's email address, name, company type, company name, and any other details.
Team member: Select the existing member(s) of your team to add to the workspace.
4. Click Add.
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!