Skip to main content

About team member roles and permissions in HoneyBook

Assign the right HoneyBook role to each team member to control access, protect sensitive information, and streamline collaboration

Updated over 3 months ago

When adding a team member to your company, assign role permissions based on the level of access appropriate for their work.

All roles

Here's what all team member roles can do:

  • Control projects and files in their own pipelines

  • Add new contacts

  • Manage the account’s company info

  • Manage the account’s templates

  • Manage the account’s image and file Library

  • Manage the account’s Preferences

  • Manage the account's automations

  • See and take action in all projects they’ve created or have been added to as participants

  • View, edit, and add notes in projects they’ve created or have been added to as participants

Basic team member

Here's what basic team members can't do:

  • Cannot access other team members' contacts (other team members' contacts are not shared with basic team members)

  • View any other team member's pipeline or individual projects

  • Create and send files and emails from projects in which they are not participants

  • Customize the company's pipeline stages

  • Customize and distribute the company's client portal

  • Add team members or change user roles

  • Create session types that may be scheduled with multiple team members or edit other team members' sessions

  • Create or share contact forms

  • Access Bookkeeping information for projects on which they are not the workspace owner

  • Access Reports for projects on which they are not the workspace owner

  • Download CSV Reports

  • Add or edit the account’s bank details

  • Issue refunds on files that they do not own

  • View, edit, and add notes in projects they did not create or have not been added to as a participant

Regardless of permission level, additional team members will not automatically be added as participants to projects. The project owner, company owner, super admin, or an existing project participant will need to add a basic-level team member as a project participant in order for them to view, send emails, or send files through the project.

Moderators

Moderators have the same permissions as basic team members, and can:

  • View all other team members' workspaces and pipelines

  • View contacts that other team members have added in their own contact list

  • Edit the project details for any project, whether or not they're a participant

  • View notes in any project

Here's what moderators can't do:

  • Create and send files and emails from projects in which they are not participants

  • Customize the company's pipeline stages

  • Customize and distribute the company's client portal

  • Add team members or change user roles

  • Create session types that may be scheduled with multiple team members or edit other team members' sessions

  • Create or share contact forms

  • Access Bookkeeping information for projects on which they are not the workspace owner

  • Access Reports for projects on which they are not the workspace owner

  • Download CSV Reports

  • Add or edit the account’s bank details

  • Issue refunds on files that they do not own

  • Edit and add notes in projects they did not create or have not been added to as a participant

Regardless of permission level, additional team members will not automatically be added as participants to projects. The project owner, company owner, super admin, or an existing project participant will need to add a basic-level team member as a project participant in order for them to view, send emails, or send files through the project.

Admins

Admins have the same permissions as moderators, and can:

  • Add team members and change user roles

  • Create and share contact forms

  • Create session types that may be scheduled with multiple team members, and edit all sessions within the company

  • Issue a refund on any file

  • Edit and resend a file in a project workspace where someone is not a participant (he email will be sent on behalf of the project owner)

  • Edit notes in any project

Here's what admins can't do:

  • Create and send files and emails from projects in which they are not participants

  • Customize the company's pipeline stages

  • Customize and distribute the company's client portal

  • Access Bookkeeping information for projects on which they are not the workspace owner

  • Access Reports for projects on which they are not the workspace owner

  • Download CSV Reports

  • Add or edit the account’s bank details

  • Add new notes in projects they did not create or have not been added to as a participant

Regardless of permission level, additional team members will not automatically be added as participants to projects. The project owner, company owner, super admin, or an existing project participant will need to add a basic-level team member as a project participant in order for them to view, send emails, or send files through the project.

Super admins

Super admins have the same permissions as admins, and can:

Here's what super-admins can't do:

Owners

📣 Note

  • Each account can have only one owner. If your business has a co-owner, or someone who needs access to everything except bank and membership details, consider adding them to your team as a super admin.

  • Currently, only owners can view the HoneyBook Balance dashboard

Owners have virtually full control over all aspects of the company account. They'll have all the same permissions that super admins have, plus they can:

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!

Related Articles
Add a team member to your HoneyBook account
Invite team members to additional companies in HoneyBook
What permissions clients, collaborators, and team members have in projects
Remove a team member from your HoneyBook account
Common questions about team member and bookkeeper access in HoneyBook