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Question

Can collaborators see files?

  • July 16, 2024
  • 3 replies
  • 25 views

Stallion Team

Can collaborators see files? For instance, I want to invite a vendor onto a project as we have subcontractors. I’d like them to have details of the customer profile and share certain things for their calendars; however, I don’t want them to see completed files. Like payment files, etc. I don’t want them to have access to things or even see some of my notes. 

Thanks,

Brett

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3 replies

Masha Z
HoneyBook Employee
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  • HoneyBook Employee
  • July 18, 2024

Hi @Stallion Team,

If the vendors are part of the project, they would see all of the files - and get all of your communication with the client. What I would suggest is to create a related workspace that only has your client in there - to keep that communication separate.

Let me know if this helps resolve the issue!

 


Stallion Team

Hi Masha,

Thanks but that would just triple my work. I just take the information as of now and send them it separately. But if we could hide certain information, files, etc and change who they are viewable for; that would save me a bunch of extra work. It would even be nice if the collaborators are hidden from the customer until we are ready. There are a lot of moving parts in logistics, so I could send off separate contracts/pricing for the jobs to be subbed out directly to their collaborators without them see what we are charging.  As of now, I will just have to keep doing it the old fashioned way. 

Thanks for the response,

Brett


Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • July 22, 2024

Hey @Stallion Team! If you haven’t already, feel free to upvote this feature request