Bonnard

Customers

Get customers signed in

Updated

A customer’s user signs in with a password or an identity provider, from an AI client or from the customer portal. The portal is the site where they open what agents saved. Bonnard then gives them only the data their company has access to.

Requirements

  • The Editor role or higher in your workspace, to send invitations.
  • The person is a user on a customer. See Manage customers to add one.

Send the invitation

  1. In the console at app.bonnard.ai, select Customers, then the customer.
  2. On the Users tab, open the menu at the end of the user’s row.
  3. Select Send invitation email.
  4. The user opens the link in the email.
  5. The user enters a password of at least 10 characters.
  6. The user selects Set password and join. The customer portal opens.

The link lasts 7 days and works one time, and a later email replaces it. You can send 3 emails a day to each user. A user who has a password enters it and selects Sign in to join.

Sign in from an AI client

  1. In the AI client, add the Bonnard connector. See Connect your AI client. The sign-in page opens in the browser.
  2. Enter the Work email and Password.
  3. Select Sign in.
  4. If Which workspace? opens, select the company.
  5. On the Authorize access page, select Authorize. The page then shows that the client is connected.

Sign in to the customer portal

  1. Open app.bonnard.ai/connect.
  2. Enter the Email and Password.
  3. Select Sign in.
  4. If Which company? opens, select the company. The portal opens on Dashboards.

Reset a password

The same steps set a first password for a user who has none.

  1. On either sign-in page, enter the email.
  2. Select Forgot password?.
  3. Enter the 6-digit code from the email in Verification code.
  4. Enter a New password of at least 10 characters.
  5. Select Reset password & sign in.

A reset ends the user’s AI client connections, so they sign in there again.

Sign in through an identity provider

A customer with Customer SSO login signs its users in at its identity provider, so they have no Bonnard password. The Send invitation email action does not show for these users.

On Which company?, that customer’s row reads Sign in with <company>'s identity provider. Select the row to open the identity provider.

Make sure that the user can sign in

On the customer’s Users tab, the Access column reads Not connected until the user’s first connection from an AI client that reaches a data source. It then reads Active. The user’s first call also shows on Activity.

Troubleshooting

No access yet

The password is correct, but the user is on no customer, is suspended, or belongs to an archived customer. Add them on Manage customers, or restore their access.

Invalid email or password.

The password is wrong, or the email has no password. Select Forgot password? to set one. An email on no customer also gets this message, so add it on Manage customers.

The link expired, was used, or was replaced by a later email. Select Set a password on that page, or send another invitation.

Sign-in isn't set up for this workspace. Ask its admin.

The customer signs in through an identity provider, and Bonnard finds no usable connection for it, or more than one. An Admin fixes this on Settings, Identity. The customer portal shows this message instead:

Sign-in isn't set up for this company yet. Ask an admin or editor at <workspace>.

We couldn't sign you in through your company's identity provider. Enter your email to try again.

The identity provider sign-in failed. Select Start again and sign in again.