Not everyone is a lone ranger! If you have colleagues, assistants, or any other team members that need to be in the loop with your Projects, you can invite them to HoneyBook to do just that.
When you invite your team to join your HoneyBook account, you can share Workspaces, assign Projects, collaborate, and more. And if there's ever a need to remove someone from your HoneyBook account, that's easy to do, too.
PLEASE NOTE: The Team Members feature is only available on our Unlimited Plan. You can add as many team members as you'd like once you're on this plan!
Prefer a video walkthrough? We got you. Check out how to add team members here.
In this article, we'll cover:
Adding Team Members
1. From any page, click your profile photo in the top right corner of your screen.
2. Select Company Settings from the menu.
3. Select the Team tab.
4. Click the Invite button.
5. Enter in your Team Member's email address, name, and appropriate role.
6. Enter additional contact information if desired.
7. Click the Invite button.
Your colleague will then receive an email invitation, prompting them to head to HoneyBook, create their password, and complete their profile!
Having trouble adding a team member? It could be that they're already in our system or already have a HoneyBook account. Shoot a quick email to email@example.com with the team member's email address you're trying to add, and we'd happy to add them for you!
Have a team member from one company that you need to add to a second company on the same account? In that case, you can easily add that team member yourself! Just switch to the appropriate account and head to the Team tab to add a member.
Removing Team Members
1. Head back to your Team tab.
2. Click the Trash Can icon next to the team member you'd like to remove.
3. Click Confirm.
Once you've removed a team member, they will, of course, no longer have access to any elements of your company HoneyBook account. All Projects/Workspaces, files, and sessions will be automatically reassigned to company owner, who can reassign them out to other team members if necessary.
Want to learn more?
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!