As a Team Lead in Bonzo, you can create custom Roles and assign them to Team Members under your account. Roles let you define exactly what each team member can access or manage—helping you streamline responsibilities, protect sensitive data, and create structure within your team.
What Is a Role?
A Role is a set of permissions that determine what a Team Member can do in Bonzo. Rather than customizing each person individually, you can create a Role and assign it to multiple users—saving time and keeping access levels consistent.
How to Create a Custom Role
Go to Settings: Click Settings in the left menu of Bonzo.
Open the Roles Section: Under the Company tab, click Roles.
Create a New Role:
Click + Add new role at the top of the screen.
Enter a descriptive name for the role (e.g., “Loan Processor”, “Marketing Admin”).
System Role (Optional)
You then have the option to select 1 of 3 system roles or Seat Types that are present in Bonzo (e.g., SuperUser, Team Lead, or Team Member). However, we suggest leaving this system role blank.
Choose Permissions
For each available permission, choose:
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Grant – explicitly allows access
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Revoke – explicitly blocks access
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Default – leaves it as the system’s default behavior
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When finished, click Create to save your new role.
How to Assign a Role to a Team Member
From Settings, click the Team Member tab.
Then click the pink Edit button next to the team member’s name.
In the edit screen, scroll down to the Custom Role section. Choose the role you created from the dropdown menu and select Update to apply the role.
Editing a Permission for One Specific User
If you need to make a one-off change to a specific user’s permissions (without creating an entirely new role):
Go to the Team Member tab under Settings.
Find the Team Member and scroll left across the table view until you see the Edit button.
Click Edit, and in the window that appears, scroll down to the Custom Permissions section.
You can grant or revoke individual permissions here—overriding what the assigned role provides.
Click Update to save your changes.
This is helpful when you want to give a user one extra permission or restrict access temporarily without creating a new role for them.
Available Permissions and What They Do
Bypass Communication Limit
Allows the user to send messages even after hitting daily or hourly communication caps.
Bypass Compliance
Enables the user to override compliance rules when messaging or performing certain actions.
Manage Compliance
Gives access to manage TCPA settings, opt-ins, and compliance configurations.
Create User Teams
Allows the user to create internal user groups to organize team members.
Manage Billing
Grants access to view and edit billing information, including invoices and subscription plans.
View Loans
Lets the user view loan information tied to prospects.
Delete Loans
Allows the user to permanently delete loan data (typically restricted).
Users Manage
Grants permission to view and manage other user profiles and access levels.
Manage Channels (Chat)
Enables the user to create, edit, or manage internal chat channels.
View Notes
Allows the user to read notes added to a prospect’s profile.
Create Notes
Grants permission to add new notes to a prospect.
Update Notes
Lets the user edit existing notes.
Delete Notes
Allows the user to permanently delete notes from a prospect’s record.
Permissions Best Practices
Grant only what’s needed – Be cautious with high-level permissions like Billing or Compliance.
Use clear role names – Helps you quickly identify and apply roles in the future.
Review roles regularly – Update roles when responsibilities change or new features are introduced.
Use “Default” when unsure – This keeps the permission at Bonzo’s system setting, which is typically safe for most users.
Use one-off permission edits sparingly – Too many overrides can make access harder to manage long-term.