Bonnard

Access

Manage your team

Updated

Workspace roles decide what each member can do in the console at app.bonnard.ai.

Requirements

  • The Admin role to manage members.
  • The Editor role or higher to manage groups.

Roles

What each workspace role can do
RoleWhat it can do
OwnerEverything an Admin can do, plus transfer ownership and delete the workspace
AdminEverything an Editor can do, plus members and roles, identity providers, AI tools, billing, renaming the workspace, and deleting data sources or customers
EditorData sources and tenancy, who can use them, groups, customers, Preview as, the workspace’s dashboards, and Context
ViewerAsk questions, keep personal dashboards and charts, create personal API keys, and read Context

The console shows the Owner as Admin with an Owner badge.

Invite a member

  1. Select Settings, then Members.
  2. Select Invite.
  3. Enter the Email and select a Role. The role starts on Viewer.
  4. Select Send invite, or Copy link to send the link yourself.
  5. Make sure that the address shows under Pending invitations.

An invitation lasts 48 hours, and only that address can accept it. If the email fails, the dialog shows Retry email.

Under Pending invitations, Delivery reads Not delivered for a failed email and Link only for a copied link. Select Copy link in the row to send the link yourself. Select Cancel invite in the row menu to stop the link working.

Change a role

  1. In the member’s row on Members, select the role.
  2. Select the role to give them.
  3. Select Change role.

You cannot change your own role or the Owner’s. To move ownership, the Owner selects Transfer ownership in the new Owner’s row menu. The old Owner stays as an Admin.

Remove a member

Removing a member ends their access straight away: open sessions, personal API keys, and connected AI clients stop working. Their dashboards and data sources stay.

  1. In the member’s row menu, select Remove from workspace.
  2. Select Remove.

To bring them back, set the status filter to Removed, then select Restore access in the row menu. Their role returns. Their personal API keys and AI client connections do not.

The Owner cannot be removed until ownership moves to someone else.

Groups

A group is a named set of members that you give access to data sources together.

  1. Select Settings, then Groups.
  2. Select Create group.
  3. Enter a Name, add Members, then select Create group.
  4. Open the group, select Data access, then Give access to data.
  5. Select the data sources. The list has only data sources without tenancy.
  6. Select the button with your count, for example Give access to 2.
  7. Make sure that the data sources show on the group’s Data access tab.

To change a group, open it:

  • On Members, add people in the search field, or select Remove on a row.
  • On Data access, select Remove on a data source.
  • Select Edit to change the Name, or to select Delete group.

Deleting a group removes the access its members had through it. Access they have directly or through other groups stays.