How to invite a new user in Honey

When a new team member needs access to the Honey Platform, you can invite them directly from the Settings → Users area. Their role and site access determine what information they can view and edit within the platform. 

TABLE OF CONTENTS

• Before you begin
• Step 1: Go to user settings
• Step 2: Enter user information
• Step 3: Send the invitation
• Step 4: Resend or manage invitations
• Step 5: Confirm activation
• Troubleshooting
• Related articles 

Before you begin

Make sure you know:

• Which study or site(s) the user should have access to

• What role they need (e.g., Site User, Site Investigator, Sponsor User, etc.)

• The user’s work email address

See our article: Honey User Roles for role descriptions.

Step 1: Go to user settings

1. Log in to Honey.

2. Navigate to Settings → Users.

3. Click the + Invite user button (top-right corner).

Step 2: Enter user information

1. In the Invite User window, complete the required fields:

   • First name and Last name

   • Email address (use their professional email)

2. Select the Role that matches the user’s responsibilities.

3. Under Site Permissions, choose the appropriate site(s):

   • You can select multiple sites if the user works across several locations.

Tip: If you’re unsure which role to assign, contact your Study Lead or Trialbee Support for guidance.

Step 3: Send the invitation

1. Review the entered information.

2. Click Send invitation.

   • The user will receive an activation email from Trialbee.

   • Status will show as Pending Invitation until they activate their account.

If the invitation expires or is lost, you can resend it at any time (see Step 4 below).

Step 4: Resend or manage invitations

To resend or manage invitations:

1. Go to Settings → Users.

2. Find the user whose status is Pending Invitation or Expired.

3. Click the three dots (⋯) next to their name.

4. Select Send invitation again.

The user will receive a fresh email link to activate their account.

Step 5: Confirm activation

Once the user accepts the invitation:

• Their status changes to Active.

• You can confirm this under Settings → Users → Status column.

• The user can now log in and access their assigned study and site(s).

Troubleshooting

If the user doesn’t receive the invitation:

• Ask them to check spam/junk folders.

• Confirm their email address is correct.

• If needed, resend the invitation.

• If still unsuccessful, contact support@trialbee.com for assistance.

Related articles 

How do I activate my account?

How to determine a user’s role and access

Honey User Roles