Bonnard

Customers

Manage customers

Updated

A customer is a company that uses your data through Bonnard, and users are its people. A customer can have a tenant, the value that marks its data in your database.

Requirements

  • The Editor role or higher in your workspace.
  • The Admin role to delete a customer.

Add a customer

  1. In the console at app.bonnard.ai, select Customers, then + Add customer.
  2. Enter a Name.
  3. Enter a Tenant ID, unique in your workspace and not reserved. You can add it later, but a data source with tenancy needs it.
  4. Select Add customer.
  5. Add up to 50 users in the next step, or leave the row blank.
  6. Select Done. Bonnard emails invitations while Send them an invitation email is selected. Cancel discards the customer.

Add users

  1. On Customers, select the customer. Its Users tab opens.
  2. Select + Add user.
  3. Enter the Email. Name is optional.
  4. Keep Send them an invitation email selected, so the user can set a password.
  5. Select Add user.

Import from CSV

The CSV file holds up to 2,000 rows. Bonnard refuses a larger file.

  1. On Customers, select Import CSV.
  2. Select Download template.
  3. Enter one row for each user.
  4. Select the file.
  5. Map the columns. The file must have email and tenant_id.
  6. Select the button with the row count, for example Import 40.

The result shows Created, Updated, and Errors counts.

CSV

email,tenant_id,role,name
jane@acme.com,acme,analyst,Jane Doe

An unknown tenant_id creates a customer with that name. Import sends no invitation email. Those users set a password. The role column labels the user’s calls and decides no access. With no known role, it is viewer, even on a re-import.

Synced customers

A synced customer and its users come from an identity provider’s directory, so the + Add user button does not show. It has no Tenant ID and no access grant until you add them. See Synced organisations to select which organisations sync.

Give a customer data

  1. On the customer’s page, select the Data access tab.
  2. Select Give access to data.
  3. Select each data source.
  4. Select the button with the count, for example Give access to 2.

This tab sets the same grant as the Access tab. On a data source open to All customers, Remove turns All customers off and gives access to each other customer, so new customers get none.

Make sure that the customer is ready

On the customer’s page, make sure that the user is on Users and the data source is on Data access. On a data source with tenancy, the customer also needs a Tenant ID.

Change a user’s access

On the Users tab, open the user’s row menu.

What each action does to a user’s access
ActionEffect
Send invitation emailSends a link that sets a password. Limit: 3 emails a day for each user
Sign out & revoke keysEnds the user’s sessions and API keys immediately. A token that an identity provider issued stays valid until it expires. The user can sign in again
Suspend accessSynced users only. Blocks the user and ends sessions and API keys immediately. The user stays on the tab
Restore accessSynced users only. Ends a suspension. API keys that ended stay ended
RemoveTakes the user off this customer and ends sessions and API keys immediately. Does not show on a synced customer

Rename or delete a customer

Warning

Change a Tenant ID only to match your database, because the customer’s access depends on it.

  1. On Customers, open the menu at the end of the customer’s row.
  2. Select Edit.
  3. Change the Name or the Tenant ID.
  4. Select Save changes.

Deleting a customer removes its users and the dashboards they saved, and ends their access immediately. You cannot undo this. In the same menu, select Delete, then Delete customer.

Bonnard refuses to delete a synced customer, also after you stop syncing it. It stays on the list.