Sign Up for Our FREE HoneyBook Training! 🚀 www.dasilvalife.com/unlock-the-potential-of-honeybook
@urbanimages68505 ай бұрын
Hi I am looking to hire a virtual assistant, I want them to be able to access files AND able to send emails to clients, but not access bookkeeping? what role would be best?
@DaSilvaLife5 ай бұрын
Hey! If the person will not be a workspace owner you can provide her Admin access. You can find more about each role here: help.honeybook.com/en/articles/2209044-team-member-roles-in-honeybook Hope this helps 😊
@leticiasuprovici23445 ай бұрын
How do we create automation so that one team member can be the initial contact for Honeybook ? from the inquiry form so I can assign to a member, as i am the owner i want to see but i dont want to be everywhere in the proecss
@DaSilvaLife5 ай бұрын
Great question! So this would be in the Contact Form Settings. You will see the "Incoming Leads Recipient" section, and you can have your team member added as the "Project Owner" and you can just add yourself as the "Leads Recipient". Hope that helps!
@Snsnsmj6 ай бұрын
Hey, are you looking for someone to outsource your video editing ?
@DaSilvaLife6 ай бұрын
Hey! We already have a video editor, but thanks! :)
@Snsnsmj6 ай бұрын
Hey, are you looking for someone to help you with video editing ?
@DaSilvaLife6 ай бұрын
Hey! We already have a video editor, but thanks! :)