To communicate with clients and vendors, add them as participants to your project. You can do this on the app by providing their email address and other contact information. Adding a participant gives them access to all messages and files within the project workspace. If needed, you can also remove a participant from the project with the app.
All participants in the project will receive all the emails you send and files you share for the project. If you want separate lines of communication, create another workspace within the project and add the specific participants there.
Add a participant to a project
Once completed, the new participant will get access to the project workspace. Any additional permissions will depend on what kind of participant they are and what their role is.
From the navigation menu, select Projects
Find and select the project you'll add participants to
The project pipeline at the top of your screen can help filter the project list
Next to the project name, select the triple-dot icon
Select Add participant
Select whether you'll add a client, collaborator, or team member > select Continue
If you're prompted, add any additional participant info > select Save
Remove a participant from a project
Once you remove this contact, they will lose access to the project workspace and its files. They will also stop receiving any further HoneyBook communication related to this workspace.
From the navigation menu, select Projects
Find and select the project you'll add participants to
The project pipeline at the top of your screen can help filter the project list
Tap the Details tab
Tap the participant you'll remove from the project > select Remove from project
Confirm you want to remove the participant by tapping Yes, remove
📣 Note
If this person is part of multiple workspaces, removing them using the above process will only remove them from the workspace you are currently viewing. They will still have access to other workspaces until you remove them from each one individually.
Edit participant info from a project
From the navigation menu, select Projects
Find and select the project you'll edit participant info from
The project pipeline at the top of your screen can help filter the project list
Tap the Details tab
Tap on the participant you'll edit info for > tap Edit
Make your changes > select Save
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!