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.
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.
Adding team members costs $10/month per member, or $100/year on the yearly plan. Your subscription is automatically updated once a team member accepts their invitation.
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 business banking | ✅ | ❌ | ❌ |
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.