# Give access to data

> Give people, groups, or customers access to a data source on its Access tab, limited by the data source's tenancy.

Updated: 2026-11-09

A data source's Access tab sets who can use it in Claude, ChatGPT, or another AI client. Admins can always use it.
Bonnard refuses anyone else until you give them access. The sample data starts open to Everyone on the team. On a data source with tenancy, [only customers can get it](#access-on-a-data-source-with-tenancy).

## Requirements

- The Editor role or higher.
- A connected data source.

## Who can get access

Table: Who gets access with each option

| Option | Who gets access |
| --- | --- |
| **Everyone on the team** | All members of your workspace, and anyone who joins |
| People and groups | The members and groups you add |
| **All customers** | Each customer, including ones added later |
| Customers | The users of each customer you add |

The [PostHog integration](https://bonnard.ai/docs/connect-data/posthog.md) takes people, groups, and Everyone on the team only.

[Image: The Access tab of a data source with no tenancy: a search field for people, groups, and customers, and switches for Everyone on the team and All customers]

## Give access

1. In the console at `app.bonnard.ai`, select **Data**, then the data source.
2. Select the **Access** tab.
3. Search for people, groups, or customers, and select each one.
4. Select **Add**, for example **Add 2**.
5. Make sure that each name is in the list on the tab.

For all members or all customers, set **Everyone on the team** or **All customers** to on. Bonnard applies each change
from the next call.

To take access away, select **Remove** on the row. To exclude one member, first set **Everyone on the team** to off.

An admin can invite a Viewer to a data source with no tenancy: type their email address in the search field.

## Access on a data source with tenancy

On a data source with tenancy, the tab offers customers and All customers only. Admins keep access, and so do members
who had it before tenancy was set. They get table structure only. An Editor or higher can use [Preview as](https://bonnard.ai/docs/access/preview-as.md).

Each customer also needs a tenant, the value that marks its data in your database. Without one, its Status reads Needs
an ID and its users get no data. Select **Set ID** in its row. The tab calls it Customer ID, and the Customers page
Tenant ID.

On Database per customer, Needs a database means that no pattern names its database. Select **Set it**, or
**Import CSV** with `tenant_id` and `database` columns.

## One service account for each customer on BigQuery

With Dataset per customer, set on the [Tenancy tab](https://bonnard.ai/docs/access/tenancy.md#dataset-per-customer-on-bigquery), Bonnard queries as each customer's own
service account, so grant each one only its own dataset.

1. On the **Access** tab, select **Set up** and copy the Google account it shows.
2. In Google Cloud, on each customer's service account, give that Google account the Service Account Token Creator role.
3. Add the customer. If its Status reads Needs an ID, select **Set ID** first.
4. Select **Set it** in the customer's row.
5. Enter the **Dataset** and **Service account**, then select **Save and check**.
6. Make sure that the customer's Status reads Ready. If not, select the status for the fix.

For many customers, select **Import CSV**. The file holds up to 1,000 rows and needs `tenant_id` and
`service_account` columns. An unknown `tenant_id` becomes a customer unless you clear the create checkbox. With no dataset
pattern on the Tenancy tab, a row also needs `dataset`. The dialog shows each row it cannot import and saves nothing
until you fix the file:

```csv
tenant_id,dataset,service_account
acme,customer_acme,acme-reader@your-project.iam.gserviceaccount.com
```

## When someone has no access

A person with no data source gets this message in their AI client:

```text
You don't have access to any data in <workspace> yet. Ask an admin or editor to give you access.
```

A customer's user gets this message:

```text
You don't have access to any data from <workspace> yet. Ask <workspace> to give you access.
```

To fix it, give the person or their customer access on the Access tab. Each refused call shows as denied on
[Activity](https://bonnard.ai/docs/operate/observability.md).

Until set-up is done, a customer with access gets one of these:

```text
<workspace> has not finished setting up your access. Ask them to complete it.
<workspace> hasn't set where your organization's data is yet. Ask them to complete it.
<workspace> must set up a separate database credential for each customer before your data can be shared here. Ask them to complete it.
<workspace> hasn't finished setting up how your organization's data is kept separate. Ask them to check it.
```

Select **Set ID** or **Set it** in the customer's row. The last message means that the
[isolation check](https://bonnard.ai/docs/access/tenancy.md#isolation-check) refuses customers.

## Related

- [Limit each customer to its own data](https://bonnard.ai/docs/access/tenancy.md): set how a data source keeps customers apart.
- [Manage your team](https://bonnard.ai/docs/access/team.md): invite members and create groups.
