User permissions in Bonsai determine what each team member can view, create, edit, or manage within a company account. Permissions control access to:

Companies and projects
Time tracking and tasks
Financial data (invoices, rates, expenses)
Company settings and administration tools

Bonsai provides default roles, and these roles can be customized or extended depending on your plan.

Default user roles in Bonsai

Bonsai includes four default permission profiles:

Owner
Partner
Project Manager
Collaborator

Each role defines a different level of access to company data and tools.

Owner Role

The Owner is the user who created the company account. They have:

Full access to all features and settings
Only one Owner per company is allowed

✅ Owner can:

Manage all company data and settings
Control billing and subscription
Manage users and permissions

Partner Role

Partners help the Owner manage the company and have near-full access.

Full access to account features
Cannot delete the company account

✅ Partners can:

Access and manage all company areas
Perform administrative and operational tasks

❌Partners cannot:

Delete the company account

Project Manager Role

Project Managers focus on operational work such as companies, projects, and tasks, without access to financial data.

✅ Project Managers can access:

Companies (view, create, and edit {excluding financial data})
Projects
- View, create, edit, archive, delete projects (excluding financial data)
- Assign team members to projects
Tasks (Create and manage tasks)
Time Tracking
- Manage time entries (excluding financial rates)
- View timesheets
Forms
Access Resourcing and see team members' capacity
Personal profile settings
Notifications and security settings

❌Project Managers cannot access:

Financial data (invoices, expenses, billing, rates)
Company settings and subscription
Client portal settings
Automations and reporting tools (e.g., utilization reports)
Business account and financial overview
Integrations and system-level configuration

Collaborator Role

Overview

Collaborators are limited-access users who work only on assigned projects.

✅Collaborators can:

Projects & Tasks
- Access only assigned project
- Create and manage tasks within those projects
Time Tracking
- Log their own time entries
- View personal timesheets
Profile & Settings
- Update personal profile
- Manage notifications and security settings