As an Owner or Partner in Bonsai, you can manage team access by:

These controls help ensure the right people have access to the right data while maintaining security and organization.

Updating permission profiles

You can update a team member’s permission profile directly from the Team page:

1. Navigate to the Team page

2. Locate the team member you’d like to update

3. Click on the “Permission profile” next to their name

4. Select the new permission from the dropdown to apply the change

Updating roles

You can update a team member’s role profile in two ways:

Option 1: From the Team Page

1. Navigate to the Team page

2. Locate the team member you’d like to update.

3. Click the Role displayed next to their name.

4. Select the new role from the dropdown menu to apply the change.

2. Click on the “Role” title or (...) next to the Role name to Edit

3. Click on 'Add Member' and select the desired member

4. Make sure to click on 'Update Role'

You can remove team members from projects in two ways depending on your workflow.

Navigate to the Team page.
View team members and their project access from "Projects" column
Click over the projects to adjust access and remove them from one or multiple projects.

This method is useful for managing access across multiple projects at once.

What happens when you remove a member from a project

The user loses access to:
- All projects
- Company data
- Documents (contracts, invoices, etc.)
Their status changes to deactivated.
Their name appears grayed out in the team list.

Deactivating a team member frees up a seat on your subscription.
Example:
- If your plan includes 5 seats and all are in use
- Deactivating 1 member opens a spot for a new user