Whenever you’re adding a participant to a project, you’ll be prompted to select one of three participant roles (client, collaborator, or team member). Use these different roles to represent the participant’s relationship to you and set how they can access and interact with the project.
Client: An individual receiving your service. Clients can send emails, view the project details and files, sign contracts, and make payments; but they cannot take back-end and administrative actions like creating HoneyBook files and projects, receiving payments, and managing a pipeline.
Collaborator: Another person who’s working on the project with you (for example: a second shooter, or a sub-contractor). Collaborators have all of the capabilities of clients, plus they can create and share HoneyBook files under their own HoneyBook login.
Team member: A member of your company who’s contributing to or needs to keep tabs on the project. Team members have all of the capabilities of collaborators, plus they’re considered part of your company’s team in HoneyBook.
All participants
All project participants can:
Send emails through the project workspace
Upload files and images (PDFs, JPEG’s, etc.)
Interact with files (for example: select services, review and sign contracts, make payments)
View all emails & files sent, and payments made, within the project; as well as the public project details (for example: project name, date, location)
Clients
Client participants can:
Send emails through the project workspace
Upload files and images
Interact with files (for example: select services, review and sign contracts, make payments)
View all emails & files sent, and payments made, within the project; as well as the public project details
Accessing the project: Clients can access the project through the client portal, or through a file shared via email or direct link.
📚 Tip
Learn more about what clients see when they’re viewing a project here.
Client participants cannot:
Create and send HoneyBook files through the project workspace
Add or view private project notes
Schedule meetings using the “SCHEDULE” button
Add new participants
Track time
Collaborators
Collaborator participants have all of the capabilities of clients, plus they can:
Create and send HoneyBook files through the project workspace
Add and view their own private project notes
Schedule their own session types using the “SCHEDULE” button
Add new participants
Track time
(NOTE: Unless collaborators choose to sign up for a HoneyBook membership, they won’t be charged a subscription fee!)
Accessing the project: Collaborators can access the project through their own HoneyBook login; with their own company, settings, templates. They can also view the project on their pipeline, though this is set to Do not track on pipeline by default for collaborators.
Team members
Team member participants have all of the capabilities of collaborators*, plus they’re considered part of your company’s team. Before you add a project participant with a team member role, you’ll need to make sure they’re added to your team under your Company Settings.
📣 *NOTE
While team members can interact with most HoneyBook files shared in the project, they cannot interact with files created and shared by a member of their own team, unless they have a signature line and are signing a contract. Team members can fully interact with files created and shared by collaborators in the project.
Accessing the project: Team members can access the project through their own HoneyBook login that’s considered part of your company. Depending on their team member role, their other permissions may vary.
📣 NOTE
Multiple team members are available for HoneyBook’s Essentials and Premium plan members. Learn more about the features included in each plan here.
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!