How do roles and permissions work?
BunnyDoc uses organization roles plus per-product roles, and permission templates let you fine-tune what a role can do.
Access in BunnyDoc has two layers — an organization role that applies across your whole company, and a product role for each product a person can use. On top of that, permission templates let you shape exactly which features and actions a person can reach.
Organization roles
Every user has one organization role:
- Owner — belongs to whoever created the company. This is the top-level role and isn't assigned through an invite.
- Admin — can manage the workspace, including inviting and updating other users.
- Member — a standard user who works within the access they've been granted.
Product roles
Separately from their organization role, each user gets a role per product they can access. For both E-Signing and Invoicing you choose either Admin or Member for that product. This means someone can be an admin in one product and a plain member in the other, matching what they actually do.
A user only has a role in a product if that product is turned on for them. Turning a product off removes their access — and frees the seat it was using.
Permission templates
For finer control, BunnyDoc uses permission templates. A template maps each feature to a set of permissions — effectively a reusable bundle of "can do / can't do" settings that you apply to a user instead of toggling everything by hand.
You'll find templates in Settings, on the E-Signing tab. Your company can create its own company-scope templates, and when you invite or edit a user you can apply a template or set custom permissions for that person.
What a person can actually do is enforced by BunnyDoc's back end. The sidebar hides items a user shouldn't see, but the real permission check happens server-side — so access stays consistent even if a hidden page is reached directly.
How do I invite a user?
Invite a teammate to your company, set their organization role, and grant access to E-Signing and Invoicing — each of which uses a seat.
How do I manage users and seats?
See who's in your company, track invite status, watch your seat usage, and update or remove access as your team changes.