# Manage customers

> Add customers and their users in the console, by hand or from a CSV file, with the Editor role or higher.

Updated: 2026-11-09

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](https://bonnard.ai/docs/customers/customer-sign-in.md#reset-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](https://bonnard.ai/docs/customers/identity-providers.md#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](https://bonnard.ai/docs/access/give-access.md). 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.

Table: What each action does to a user's access

| Action | Effect |
| --- | --- |
| **Send invitation email** | Sends a link that sets a password. Limit: 3 emails a day for each user |
| **Sign out & revoke keys** | Ends 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 access** | Synced users only. Blocks the user and ends sessions and API keys immediately. The user stays on the tab |
| **Restore access** | Synced users only. Ends a suspension. API keys that ended stay ended |
| **Remove** | Takes 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](https://bonnard.ai/docs/customers/identity-providers.md#synced-organisations). It stays on the list.

## Related

- [Get customers signed in](https://bonnard.ai/docs/customers/customer-sign-in.md): invite a user and sign them in.
- [Give access to data](https://bonnard.ai/docs/access/give-access.md): manage who can use a data source.