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Managing your team's access in Bonsai

As an account owner or partner, you can alter team roles and remove members from projects or your company.

Updated over 7 months ago

Removing team members from a project

The team section offers a comprehensive view of your team and their project access. To restrict a collaborator's project involvement, adjusting settings here enables simultaneous removal from multiple projects.


In the Project view, you also have the ability to manage team members who are linked to a particular project. Inviting or removing them from that project directly within the interface.

Upon removal from a project, the team member will lose access and visibility to the project immediately.

Removing team member from your company

Deactivating a team member from your company will revoke their access your company workplace, including to all projects and documents. A deactivated team member's data will be preserved within your workplace account for your records, and you can reactivate them at any time.

To initiate this action, navigate to your Team page and click on the three dots next to the member's information.

Deactivated members should appear at the bottom, with their name grayed out. You'll have an option to reactivate them at a later time.

Retained project activity and data for a removed team member


Removing a team member revokes their access, but their completed and in-progress work on the project remains visible and saved. For instance, if a collaborator logged time for a project or task prior to being removed, those entries will be preserved within the project.

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