# Get customers signed in

> Invite a customer's users by email, then sign them in from an AI client or the customer portal with a password.

Updated: 2026-11-09

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](https://bonnard.ai/docs/customers/customers-and-users.md#add-users) 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](https://bonnard.ai/docs/ai-clients/connect-your-ai-client.md). 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](https://bonnard.ai/docs/customers/identity-providers.md), 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](https://bonnard.ai/docs/operate/observability.md).

## 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](https://bonnard.ai/docs/customers/customers-and-users.md#add-users), or [restore their access](https://bonnard.ai/docs/customers/customers-and-users.md#change-a-users-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](https://bonnard.ai/docs/customers/customers-and-users.md#add-users).

### `This invitation link doesn't work`

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.

## Related

- [Customer portal](https://bonnard.ai/docs/customers/customer-portal.md): find what a user gets after sign-in.
- [Connect your AI client](https://bonnard.ai/docs/ai-clients/connect-your-ai-client.md): add the Bonnard connector to each client.
- [Manage customers](https://bonnard.ai/docs/customers/customers-and-users.md#change-a-users-access): end a user's access.