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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 this week

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 information

  • 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:

  • Can't access other team members' contacts

    • Other team members' contacts aren't shared with basic team members

  • Can't view any other team member's pipeline or individual projects

  • Can't create and send files and emails from projects in which they aren't participants

  • Can't customize the company's pipeline stages

  • Can't customize and distribute the company's client portal

  • Can't add team members or change user roles

  • Can't create session types that may be scheduled with multiple team members or edit other team members' sessions

  • Can't create or share contact forms

  • Can't access bookkeeping information for projects on which they aren't the workspace owner

  • Can't download CSV reports

  • Can't add or edit the account’s bank details

  • Can't issue refunds on files that they don't own

  • Can't view, edit, and add notes in projects they didn't create or haven't been added to as a participant

  • Can't add participants to a project

Moderators

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

  • 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:

  • Can't create and send files and emails from projects in which they aren't participants

  • Can't customize the company's pipeline stages

  • Can't customize and distribute the company's client portal

  • Can't add team members or change user roles

  • Can't create session types that may be scheduled with multiple team members or edit other team members' sessions

  • Can't create or share contact forms

  • Can't access bookkeeping information for projects on which they aren't the workspace owner

  • Can't download CSV reports

  • Can't add or edit the account’s bank details

  • Can't issue refunds on files that they don't own

  • Can't edit and add notes in projects they didn't create or haven't been added to as a participant

Admins

Admins have the same permissions as moderators, and can also:

  • 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 isn't a participant

    • The email will be sent on behalf of the project owner

  • Edit notes in any project

Here's what admins can't do:

  • Can't create and send files and emails from projects in which they aren't participants

  • Can't customize the company's pipeline stages

  • Can't customize and distribute the company's client portal

  • Cannot access bookkeeping information for projects on which they aren't the workspace owner

  • Can't download CSV reports

  • Can't add or edit the account’s bank details

  • Can't add new notes in projects they didn't create or haven't been added to as a participant

Super admins

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

Here's what only account owners can do, but 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.

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

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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