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
Note that only team users with Owners and Partner roles will have the ability to edit and add permission profiles.