User Roles and Permissions in Bonsai

Everything you need to know about working with your team in Bonsai

Updated this week

There are three types of user roles in Bonsai:

  • The Owner is the person who created the company account. They have full access to everything on the account. Companies can only have one Owner.

  • Partners help the Owner manage the company. They have full access to everything on the account, except adding or removing other Partners.

  • Collaborators work on individual projects within the company. They can track time and add tasks on the projects they were invited to, but do not have access to client details or company documents such as proposals, contracts, and invoices.

Adding and Removing Team Members

You can add and remove team members through the Team page in your company settings. Adding Collaborators is free, while adding Partners costs $9/month per Partner.

When you add a new team member, they receive an email inviting them to join your company in Bonsai. They must accept this invitation in order to join your team.

Detailed Permissions

The table below provides a more detailed overview of the user permissions for each role:

Permissions

Owner

Partner

Collaborator

Add, edit, and delete clients

Edit client settings

Add, edit, and delete automations

View projects

✅ - Only projects they were invited to

Add, edit, and delete projects

Add, edit, and delete tasks

✅ - Only on projects they were invited to

View task templates

Add, edit, and delete task templates

Add, edit, and delete time entries

✅ - Only on projects they were invited to

Add, edit, and delete invoices

Edit invoice settings

Add, edit, and delete proposals

Add, edit, and delete contracts

Add, edit, and delete services

Add, edit, and delete forms

View and manage scheduling

View and manage Bonsai Cash

View bookkeeping section

Add, edit, and delete expenses

Add, edit, and delete income

Manage taxes

Edit account settings

Edit brand settings

Edit subscription settings

Add and remove collaborators

Add and remove partners

Manage subcontractors

If you have any additional questions about user roles and permissions in Bonsai, please contact our support team and we will be happy to help.

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