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Question

why do all team roles have access to Company information?

  • May 19, 2024
  • 3 replies
  • 36 views
Kathy Geffen
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I’m just getting started at the point that I want to be able to have teams in my HoneyBook.   I’m looking up the rules and I’m shocked to read that all team members have access to the accounts company info.  That’s crazy because that information includes banking information, branding information and if there’s one place that this should be locked down it is this kind of information.  Please tell me I have this incorrect.  If I do, I would really like to have a role where someone has no access to this information   As an enhancement  

      3 replies

      Masha Z
      HoneyBook Employee
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      • Masha ZHoneyBook Employee
      • HoneyBook Employee
      • May 23, 2024

      Hi @Kathy Geffen!

      You can decide what access you give the different team members. Learn more about the different team member roles here :)

      Kathy Geffen
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      • Kathy Geffen
      • Author
      • Newcomer
      • May 24, 2024

      This is what I read that is unclear.   Banking info is under Company Info and all roles have edit access to company info.   The answer was not helpful. 

      Masha Z
      HoneyBook Employee
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      • Masha ZHoneyBook Employee
      • HoneyBook Employee
      • May 28, 2024

      Hi @Kathy Geffen,

      What information, in particular, are you hoping to limit access to for your team members?

      For reference, here’s what the owner sees in the company settings:

       

      Here’s what the super admin sees:

      And here’s what all other members see (basic, moderator, admin):

       

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