In Bonsai, there are several predefine permissions profiles. Learn more about these roles and the permissions associated with each here.
In addition to the predefined roles, Bonsai offers the option to create custom permission profiles, providing more granular control over access. This flexibility allows you to tailor permissions to better meet the specific needs of your agency.
Custom permission profiles are currently available on select plans.
For more details, review our subscription tiers and pricing here.
Option 1: Customize an existing permission profile in Bonsai
Click on the permission profile you want to customize. For example, "Project Manager"
Toggle on/off the features you'd like them to access. For example, if you want them to access "Contracts", you can toggle on the checkbox.
That's it! Your permission profile is updated.
Option 2: Create a new permission profile
If you'd like to create a new permission profile (e.g. "Accountant"):
Click on "Add Permission Profile"
Set the permission profile name
Set which permissions they should have access to
Go to the "Members" tab, click "Invite Member"
Invite your member with the permission profile you've just created
Team member permissions
When modifying or creating a new custom permission profile, you have the option to update 'which team members can this role view':
This allows you to select 'All Members' which will allow this custom permissions role to view all other team members or 'Only Self' to only review their own activity.
This controls who this role can view across:
The project "Team" tab
The list of team members shown when inviting a team member to a project
The Tasks Workload View
The Resourcing page
When selecting 'Only Self' the role still might see other team members in Time Tracking and/or Tasks depending on their custom permissions for those areas.
Note that only team users with Owners and Partner roles will have the ability to edit and add permission profiles.