You can invite team members to your Bonsai account to collaborate on projects, manage tasks, and track time. Each team member is assigned a role that determines what data and features they can access.
Please note that when you add a team member, your subscription will automatically be updated to include an additional seat, billed at the same rate as your current plan for each new user.
Adding and removing team members
Click your profile icon on the top left hand corner.
Click 'Invite Member'
Enter the team member’s email address.
Assign a role (e.g., Collaborator or Project Manager).
Send the invitation.
To remove a team member:
Go to the Team page.
Select the team member > (...)
Choose the option to Deactivate them from the account.
What happens after you invite a Team member
The invited user receives an email invitation to join your company.
They must accept the invitation to gain access.
Until accepted, their status will appear as “Invite Pending.”
Important Notes
Access is not granted until the invitation is accepted.
Your subscription may automatically update when adding team members.
Team member roles and permissions
Collaborator Access
Collaborators are limited-access users who work on specific projects. What collaborators can do:
Access only the projects they are invited to
Track time on assigned projects
View their timesheets
Add and manage tasks within those projects
Project Manager Access
Project Managers have broader access focused on managing work and teams. What project managers can access:
Clients
Projects
Tasks
Time tracking
Forms
