Bonsai

How to invite team members to Bonsai

As an account Owner and Partner learn how to configure individual member settings including permissions, roles, teams, holiday calendars, capacity, and billing rates.

How to configure settings for individual members

How to set billable and cost rates

As an Account Owner or Partner, learn how to update team permissions and remove members from projects or your company.

How to manage your team’s permissions, roles and access

User permissions control what each team member can access and manage inside your Bonsai account.

All about user permissions in Bonsai

Everything you need to know about customizing permission profiles.

Custom permission profiles

Setting and tracking team capacity

Team Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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