# Manage your team

> Invite members to a Bonnard workspace, set their workspace roles, and group them, with the Admin role for members and Editor for groups.

Updated: 2026-11-09

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

Table: What each workspace role can do

| Role | What it can do |
| --- | --- |
| **Owner** | Everything an Admin can do, plus transfer ownership and delete the workspace |
| **Admin** | Everything an Editor can do, plus members and roles, identity providers, AI tools, billing, renaming the workspace, and deleting data sources or customers |
| **Editor** | Data sources and tenancy, who can use them, groups, customers, Preview as, the workspace's dashboards, and Context |
| **Viewer** | Ask questions, keep personal dashboards and charts, create personal API keys, and read Context |

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

[Image: Settings on Members with the Role column and the role menu open on Jordan Lee: Admin, Editor, and Viewer]

## 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.

[Image: The Groups page in Settings: Create group, Search groups, and one group named Sales with 1 person and None yet under Data access]

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.

## Related

- [Give access to data](https://bonnard.ai/docs/access/give-access.md): add people and groups on a data source.
- [API keys](https://bonnard.ai/docs/developers/api-keys.md): what each member can create for scripts.
- [Customers and users](https://bonnard.ai/docs/customers/customers-and-users.md): add the organisations you serve.