To communicate with your clients and collaborators via the activity feed or send them any type of file, you'll first need to add the relevant parties to your workspace as participants. Once you add their email address and other contact info, they'll receive all messages and will have full access to the files and communication within the workspace.

If you haven't yet sent a file in the workspace, participants are simply added—they won’t receive any notifications until you send them a file or a message via the activity feed.

If you’ve already sent a file in the workspace, clients you add will automatically be sent an email invitation to join the workspace. Once they access the project they’ll be able to view all files and activity feed messages in the workspace that were sent prior to their arrival.

PLEASE NOTE: All participants within a workspace will receive all communication that occurs within that workspace. If you need to create separate lines of communication for separate participants, you'll need to create a related workspace within the project, add the appropriate participants to the new workspace, and send any private communication there.

To add a participant:

1.  Navigate to the project that requires an additional participant.

  • Search via the search icon in the top left corner of your home page, or select the Projects tab to review your full list of projects.

  • Creating a new Project? Learn how here.

2.  Just below the project header, you'll find the current project participants. Click Add Participant.

3.  Select the participant's role: client, collaborator, or team member.

  • HoneyBook Tip: Not sure which role to select? Check out this article.

4. If you're adding a client or collaborator, enter the participant's email address, name, and any other contact and business info.

If you're adding a team member, select the team member(s) to add to the workspace.

4.  Click Add.

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!

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