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Question

Working with a team without actually using the team feature on HB.

  • April 7, 2024
  • 2 replies
  • 31 views

Zulmarie Gonzalez Rivera

I’m a hair and makeup artist who has just added some artists to my team. I am trying to figure out the best ways to keep things organized on the back end for projects that I am assigning to the artists without actually adding team members to the project. The team feature on HB offers too much accessibility for what I need. 

I need my artists to be able to see sessions and weddings assigned to them at minimum. It would be great if they could also see contact info and inspo photos the bride sends, but I can also send those things separately. I do not need them to see full conversations, contracts or be able to make any changes to projects.

I’ve created a separate “team” email address in hopes of being able to assign things to that email and then just sending an invite to the relevant artists. However, I notice that even when I assign to that email, projects do not appear on the calendar for “team”. Maybe I don’t fully understand the team feature? I also need to know how this would effect reminders to the client.

Is there anyone here that has a similar business that can provide some tips?

2 replies

EP1
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  • Newcomer
  • July 12, 2024

Have you tried creating a Contractor Workspace? Then you don’t have to add these artists to your company’s Team. They can only see things you put in that workspace. 


Myaria LHS

Adding their personal information to the workspace as a collaborator. It shouldn't give them any authority to change it but they should be able to access the sessions schedule and read the emails? Or as already stated add a work space to the project just got them?