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Team member and bookkeeper FAQs

Answers to commonly asked questions around team members and bookkeepers in HoneyBook.

Updated over 4 months ago

Can I edit my team members' files?

Owners, super admins, and admins have the ability to edit team members' files. If you have basic or moderator access and want to edit your team members' files, ask your account owner, super admin, or admin to change your permissions. Learn more about team roles and access permissions.


How are notes restricted by team member roles?

Project notes can be viewed by any team member that's in that project. However, different team member roles might not be able to view, edit, or delete notes for project they aren't a participant in. Learn more about team member roles and notes permissions.


Can I add team members from the app?

You currently cannot add team members from the app. This is something you can only do from a computer. Learn how to add team members.


How many team members can I add to my company?

The amount of team members you can have is determined by your pricing plan tier. If you have the Starter plan, you cannot add any team members. If you have the Essentials plan, you can add up to two (2) team members. If you have the Premium plan, you can add an unlimited amount of team members.


How exactly is bookkeeper access different from other team members?

Bookkeeper access is meant for your bookkeeper or accountant to have access to the parts of your account that they'll need to do their jobs. For example, your bookkeeper likely doesn't need access to your projects, but do need access to your Payments page.

You also can add as many bookkeepers as is needed, whereas the amount of team members you can add is determined by your pricing plan tier.


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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