{"_id":"5a985f02fd9718006a6537bd","project":"5633ebff7e9e880d00af1a53","version":{"_id":"5a8fae0268264c001f20cc00","project":"5633ebff7e9e880d00af1a53","__v":4,"createdAt":"2018-02-23T06:00:34.961Z","releaseDate":"2018-02-23T06:00:34.961Z","categories":["5a8fae0268264c001f20cc01","5a8fae0268264c001f20cc02","5a8fae0368264c001f20cc03","5a8fae0368264c001f20cc04","5a8fae0368264c001f20cc05","5a8fae0368264c001f20cc06","5a8fae0368264c001f20cc07","5a8fae0368264c001f20cc08","5a8fae0368264c001f20cc09","5abaa7eb72d6dc0028a07bf3","5b8ee7842790f8000333f9ba","5b8ee8f244a21a00034b5cd9"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"2.0.0","version":"2.0"},"category":{"_id":"5a8fae0268264c001f20cc01","version":"5a8fae0268264c001f20cc00","project":"5633ebff7e9e880d00af1a53","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-10-30T22:34:26.440Z","from_sync":false,"order":0,"slug":"early-project-setup","title":"Bonsai.io Basics"},"user":"5637d336aa96490d00a64f81","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-03-01T20:13:54.367Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":3,"body":"Need to change your email, password, update a credit card, or provide access to your clusters to a coworker? Use the sections below to manage all things account-related.\n[block:callout]\n{\n  \"type\": \"warning\",\n  \"body\": \"Bonsai clusters can be provisioned in a couple of different ways. These instructions are for users who want to be billed directly by Bonsai. If you are a Heroku or Manifold customer and are adding Bonsai to your app, then you will not need these instructions. Instead, check out:\\n\\n* [Getting Started With Heroku](doc:getting-started-with-heroku) \\n* [Getting Started With Manifold](doc:getting-started-with-manifold)\",\n  \"title\": \"Whoa there!\"\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Account Profile\"\n}\n[/block]\nYour profile -- both for you and your organization -- provides basic details to help us serve you best. Providing some basic contact information also helps to ensure we can reach out in the event that something goes wrong.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/6f5c305-Account01.png\",\n        \"Account01.png\",\n        1280,\n        784,\n        \"#f3f3f3\"\n      ],\n      \"caption\": \"The \\\"Profile\\\" tab shows basic information about you and your organization.\"\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"We validate emails using [RFC 2822](https://www.ietf.org/rfc/rfc2822.txt) and [RFC 3696](https://www.ietf.org/rfc/rfc3696.txt). If you have a non-conforming email address, let us know at [support:::at:::bonsai.io](mailto:support@bonsai.io).\",\n  \"title\": \"Email Validation\"\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Account Password\"\n}\n[/block]\nYou can change your log in password here. You will need your current password in order to create a new password.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/939aada-Account02.png\",\n        \"Account02.png\",\n        1280,\n        710,\n        \"#f3f3f3\"\n      ],\n      \"caption\": \"The Password tab allows you to update your password.\"\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"We're a security-conscious bunch, but we don't have any arcane rules about what kinds of characters you must use for your password. Why? We'll let [xkcd explain it](https://xkcd.com/936/), but the tl;dr is our password policy simply enforces a minimum length of 10 characters. We also reject common passwords that [have been pwned](https://haveibeenpwned.com/Passwords). Sadly, `correct horse battery staple` appears in our blacklist.\\n\\nWe also highly recommend using a password manager like [1Password](https://1password.com/) to generate unique, secure passwords.\",\n  \"title\": \"Protip: Use a strong password\"\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Adding Team Members\"\n}\n[/block]\nBonsai accounts support multiple team members, each with specialized roles. Account owners can invite new users to join the organization. At least one Billing and one Admin role are needed for each account, so the first user in the account defaults to having both the Admin and Billing role.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/620b85d-teammembers2.png\",\n        \"teammembers2.png\",\n        2082,\n        1380,\n        \"#f5f5f5\"\n      ],\n      \"caption\": \"Additional team members can be added and assigned one or more roles.\"\n    }\n  ]\n}\n[/block]\nTo add a new team member, check the boxes for the role(s) you would like that user to have, provide their email address and click on \"Send Team Invite.\" \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/5ca8109-Screen_Shot_2018-03-27_at_4.01.20_PM.png\",\n        \"Screen Shot 2018-03-27 at 4.01.20 PM.png\",\n        1252,\n        630,\n        \"#ebebeb\"\n      ],\n      \"caption\": \"Example invitation email.\"\n    }\n  ]\n}\n[/block]\nAfter sending the invite, you will see the invitee listed along with their roles. You can also remove a team member from your organization by clicking on the Remove button. You will not be able to remove the last Admin or last Billing member on the account, as at least one of those roles is needed.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/5c1033b-removemembers.png\",\n        \"removemembers.png\",\n        2078,\n        330,\n        \"#353c47\"\n      ],\n      \"caption\": \"Team members can be removed or switch roles.\"\n    }\n  ]\n}\n[/block]\nIf there was a mistake, or a role needs to change, you can click on the pencil icon to edit the user's role. This will allow you to update their role(s), which will take effect immediately.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/504b0ca-editmember2.png\",\n        \"editmember2.png\",\n        1340,\n        284,\n        \"#49a1d9\"\n      ],\n      \"caption\": \"Removing the Billing role from an Admin user.\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Update Billing\"\n}\n[/block]\nIf you haven't added a credit card yet, or would like to update your payment profile, you can do so under the `Billing` tab. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/554c4e1-Account04.png\",\n        \"Account04.png\",\n        1280,\n        710,\n        \"#145881\"\n      ],\n      \"caption\": \"The Billing tab is where you can add/update credit cards, and add coupon codes.\"\n    }\n  ]\n}\n[/block]\nClick on the \"Add a credit card\" button to add a credit card. That will bring up a new form:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/0b5ece7-pic1.png\",\n        \"pic1.png\",\n        2361,\n        855,\n        \"#f3f3f3\"\n      ],\n      \"caption\": \"Sample credit card information.\"\n    }\n  ]\n}\n[/block]\nFill the details out and click Save to proceed.\n[block:callout]\n{\n  \"type\": \"success\",\n  \"title\": \"Your Financial Data, Secured.\",\n  \"body\": \"When you add a credit card in Bonsai, the information is encrypted and passed to our payment processor. We have verified that this service is Level 1 PCI Compliant. This level of compliance is the highest level of security a business can offer. We do not host or store any financial data, and your credit card details can not be accessed by anyone on our team or within the payment processor.\"\n}\n[/block]\nYou can associate multiple credit cards to your account. If you only have one card, it will automatically be the default. If you have multiple cards, you have the option to update the default and remove non-default cards:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/681b536-e9202f9-remove-card.png\",\n        \"e9202f9-remove-card.png\",\n        2528,\n        1260,\n        \"#f1f3f4\"\n      ],\n      \"caption\": \"Credit cards can be removed or set as default funding sources.\"\n    }\n  ]\n}\n[/block]\nTo update an existing card, for example, if you have a new expiration date, simply click on \"Add a credit card,\" and enter the new details. Save it, then set it to be the new default. Then you can delete the older card.\n[block:api-header]\n{\n  \"title\": \"Coupon Codes\"\n}\n[/block]\nIf you have a coupon code, you can add it in the [Billing](https://app.bonsai.io/account/billing) section. Simply enter the code and click on \"Add coupon code\":\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ee5dfb2-Screen_Shot_2018-03-21_at_11.49.16_AM.png\",\n        \"Screen Shot 2018-03-21 at 11.49.16 AM.png\",\n        2518,\n        1130,\n        \"#f2f2f2\"\n      ],\n      \"caption\": \"Not many coupon codes exist...\"\n    }\n  ]\n}\n[/block]\nIf the code is accepted, it will be listed, along with a description of what it does:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/6167ba8-Screen_Shot_2018-03-21_at_11.59.50_AM.png\",\n        \"Screen Shot 2018-03-21 at 11.59.50 AM.png\",\n        2386,\n        490,\n        \"#f7f7f7\"\n      ],\n      \"caption\": \"... but as they say, \\\"good things come to those who break clay pots.\\\"\"\n    }\n  ]\n}\n[/block]\nIf the code is not valid, there will be an error message:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/a478a03-Screen_Shot_2018-03-21_at_11.59.24_AM.png\",\n        \"Screen Shot 2018-03-21 at 11.59.24 AM.png\",\n        2406,\n        610,\n        \"#f2dcdc\"\n      ],\n      \"caption\": \"Invalid coupon codes do nothing.\"\n    }\n  ]\n}\n[/block]\nIf you have a code that isn't working but should, shoot us an email at [support@bonsai.io](mailto:support@bonsai.io) and we'll check it out.\n[block:api-header]\n{\n  \"title\": \"Sessions\"\n}\n[/block]\nThis screen shows all the locations where your account is logged in. If you would like to revoke access to a session, simply click on the \"Revoke\" button next to the desired section. This will force the browser at that location to require a new login.\n\nThe Current session is the one you're using to view this screen. It can't be revoked, but you can log out, which will accomplish the same thing.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/1bfea4f-Account05.png\",\n        \"Account05.png\",\n        1280,\n        710,\n        \"#f4f4f4\"\n      ],\n      \"caption\": \"The Sessions tab shows all the places your account has an active login.\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Cancel Account\"\n}\n[/block]\nIf you want to cancel your account, you'll need to first make sure that any active clusters you have are [deprovisioned](doc:exploring-your-cluster-dashboard#deprovision) first. If you have any active clusters on your account, you'll see a notice like this:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/51cb264-Account06.png\",\n        \"Account06.png\",\n        1277,\n        390,\n        \"#0f4d74\"\n      ],\n      \"caption\": \"Accounts can not be canceled unless all clusters are destroyed.\"\n    }\n  ]\n}\n[/block]\nOnce you have deprovisioned _all_ of the clusters on your account, you will be able to cancel your account completely. You will see a screen requesting your account password to confirm the cancellation:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/865170d-Screen_Shot_2018-03-27_at_3.54.34_PM.png\",\n        \"Screen Shot 2018-03-27 at 3.54.34 PM.png\",\n        2524,\n        810,\n        \"#f2f3f3\"\n      ],\n      \"caption\": \"Typing in a password is all that's needed to finalize cancellation.\"\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"warning\",\n  \"title\": \"So long, farewell, auf Wiedersehen, good night!\",\n  \"body\": \"We're sorry that you no longer want to have an account with us, but wish you the very best with your application and search. If there's anything you feel we could do better, please don't hesitate to [send us an email](mailto:support@bonsai.io) with comments.\"\n}\n[/block]","excerpt":"Update your profile, change your password, add team members, manage billing and more.","slug":"managing-your-account","type":"basic","title":"Managing Your Account"}

Managing Your Account

Update your profile, change your password, add team members, manage billing and more.

Need to change your email, password, update a credit card, or provide access to your clusters to a coworker? Use the sections below to manage all things account-related. [block:callout] { "type": "warning", "body": "Bonsai clusters can be provisioned in a couple of different ways. These instructions are for users who want to be billed directly by Bonsai. If you are a Heroku or Manifold customer and are adding Bonsai to your app, then you will not need these instructions. Instead, check out:\n\n* [Getting Started With Heroku](doc:getting-started-with-heroku) \n* [Getting Started With Manifold](doc:getting-started-with-manifold)", "title": "Whoa there!" } [/block] [block:api-header] { "title": "Account Profile" } [/block] Your profile -- both for you and your organization -- provides basic details to help us serve you best. Providing some basic contact information also helps to ensure we can reach out in the event that something goes wrong. [block:image] { "images": [ { "image": [ "https://files.readme.io/6f5c305-Account01.png", "Account01.png", 1280, 784, "#f3f3f3" ], "caption": "The \"Profile\" tab shows basic information about you and your organization." } ] } [/block] [block:callout] { "type": "info", "body": "We validate emails using [RFC 2822](https://www.ietf.org/rfc/rfc2822.txt) and [RFC 3696](https://www.ietf.org/rfc/rfc3696.txt). If you have a non-conforming email address, let us know at [support@bonsai.io](mailto:support@bonsai.io).", "title": "Email Validation" } [/block] [block:api-header] { "title": "Account Password" } [/block] You can change your log in password here. You will need your current password in order to create a new password. [block:image] { "images": [ { "image": [ "https://files.readme.io/939aada-Account02.png", "Account02.png", 1280, 710, "#f3f3f3" ], "caption": "The Password tab allows you to update your password." } ] } [/block] [block:callout] { "type": "info", "body": "We're a security-conscious bunch, but we don't have any arcane rules about what kinds of characters you must use for your password. Why? We'll let [xkcd explain it](https://xkcd.com/936/), but the tl;dr is our password policy simply enforces a minimum length of 10 characters. We also reject common passwords that [have been pwned](https://haveibeenpwned.com/Passwords). Sadly, `correct horse battery staple` appears in our blacklist.\n\nWe also highly recommend using a password manager like [1Password](https://1password.com/) to generate unique, secure passwords.", "title": "Protip: Use a strong password" } [/block] [block:api-header] { "title": "Adding Team Members" } [/block] Bonsai accounts support multiple team members, each with specialized roles. Account owners can invite new users to join the organization. At least one Billing and one Admin role are needed for each account, so the first user in the account defaults to having both the Admin and Billing role. [block:image] { "images": [ { "image": [ "https://files.readme.io/620b85d-teammembers2.png", "teammembers2.png", 2082, 1380, "#f5f5f5" ], "caption": "Additional team members can be added and assigned one or more roles." } ] } [/block] To add a new team member, check the boxes for the role(s) you would like that user to have, provide their email address and click on "Send Team Invite." [block:image] { "images": [ { "image": [ "https://files.readme.io/5ca8109-Screen_Shot_2018-03-27_at_4.01.20_PM.png", "Screen Shot 2018-03-27 at 4.01.20 PM.png", 1252, 630, "#ebebeb" ], "caption": "Example invitation email." } ] } [/block] After sending the invite, you will see the invitee listed along with their roles. You can also remove a team member from your organization by clicking on the Remove button. You will not be able to remove the last Admin or last Billing member on the account, as at least one of those roles is needed. [block:image] { "images": [ { "image": [ "https://files.readme.io/5c1033b-removemembers.png", "removemembers.png", 2078, 330, "#353c47" ], "caption": "Team members can be removed or switch roles." } ] } [/block] If there was a mistake, or a role needs to change, you can click on the pencil icon to edit the user's role. This will allow you to update their role(s), which will take effect immediately. [block:image] { "images": [ { "image": [ "https://files.readme.io/504b0ca-editmember2.png", "editmember2.png", 1340, 284, "#49a1d9" ], "caption": "Removing the Billing role from an Admin user." } ] } [/block] [block:api-header] { "title": "Update Billing" } [/block] If you haven't added a credit card yet, or would like to update your payment profile, you can do so under the `Billing` tab. [block:image] { "images": [ { "image": [ "https://files.readme.io/554c4e1-Account04.png", "Account04.png", 1280, 710, "#145881" ], "caption": "The Billing tab is where you can add/update credit cards, and add coupon codes." } ] } [/block] Click on the "Add a credit card" button to add a credit card. That will bring up a new form: [block:image] { "images": [ { "image": [ "https://files.readme.io/0b5ece7-pic1.png", "pic1.png", 2361, 855, "#f3f3f3" ], "caption": "Sample credit card information." } ] } [/block] Fill the details out and click Save to proceed. [block:callout] { "type": "success", "title": "Your Financial Data, Secured.", "body": "When you add a credit card in Bonsai, the information is encrypted and passed to our payment processor. We have verified that this service is Level 1 PCI Compliant. This level of compliance is the highest level of security a business can offer. We do not host or store any financial data, and your credit card details can not be accessed by anyone on our team or within the payment processor." } [/block] You can associate multiple credit cards to your account. If you only have one card, it will automatically be the default. If you have multiple cards, you have the option to update the default and remove non-default cards: [block:image] { "images": [ { "image": [ "https://files.readme.io/681b536-e9202f9-remove-card.png", "e9202f9-remove-card.png", 2528, 1260, "#f1f3f4" ], "caption": "Credit cards can be removed or set as default funding sources." } ] } [/block] To update an existing card, for example, if you have a new expiration date, simply click on "Add a credit card," and enter the new details. Save it, then set it to be the new default. Then you can delete the older card. [block:api-header] { "title": "Coupon Codes" } [/block] If you have a coupon code, you can add it in the [Billing](https://app.bonsai.io/account/billing) section. Simply enter the code and click on "Add coupon code": [block:image] { "images": [ { "image": [ "https://files.readme.io/ee5dfb2-Screen_Shot_2018-03-21_at_11.49.16_AM.png", "Screen Shot 2018-03-21 at 11.49.16 AM.png", 2518, 1130, "#f2f2f2" ], "caption": "Not many coupon codes exist..." } ] } [/block] If the code is accepted, it will be listed, along with a description of what it does: [block:image] { "images": [ { "image": [ "https://files.readme.io/6167ba8-Screen_Shot_2018-03-21_at_11.59.50_AM.png", "Screen Shot 2018-03-21 at 11.59.50 AM.png", 2386, 490, "#f7f7f7" ], "caption": "... but as they say, \"good things come to those who break clay pots.\"" } ] } [/block] If the code is not valid, there will be an error message: [block:image] { "images": [ { "image": [ "https://files.readme.io/a478a03-Screen_Shot_2018-03-21_at_11.59.24_AM.png", "Screen Shot 2018-03-21 at 11.59.24 AM.png", 2406, 610, "#f2dcdc" ], "caption": "Invalid coupon codes do nothing." } ] } [/block] If you have a code that isn't working but should, shoot us an email at [support@bonsai.io](mailto:support@bonsai.io) and we'll check it out. [block:api-header] { "title": "Sessions" } [/block] This screen shows all the locations where your account is logged in. If you would like to revoke access to a session, simply click on the "Revoke" button next to the desired section. This will force the browser at that location to require a new login. The Current session is the one you're using to view this screen. It can't be revoked, but you can log out, which will accomplish the same thing. [block:image] { "images": [ { "image": [ "https://files.readme.io/1bfea4f-Account05.png", "Account05.png", 1280, 710, "#f4f4f4" ], "caption": "The Sessions tab shows all the places your account has an active login." } ] } [/block] [block:api-header] { "title": "Cancel Account" } [/block] If you want to cancel your account, you'll need to first make sure that any active clusters you have are [deprovisioned](doc:exploring-your-cluster-dashboard#deprovision) first. If you have any active clusters on your account, you'll see a notice like this: [block:image] { "images": [ { "image": [ "https://files.readme.io/51cb264-Account06.png", "Account06.png", 1277, 390, "#0f4d74" ], "caption": "Accounts can not be canceled unless all clusters are destroyed." } ] } [/block] Once you have deprovisioned _all_ of the clusters on your account, you will be able to cancel your account completely. You will see a screen requesting your account password to confirm the cancellation: [block:image] { "images": [ { "image": [ "https://files.readme.io/865170d-Screen_Shot_2018-03-27_at_3.54.34_PM.png", "Screen Shot 2018-03-27 at 3.54.34 PM.png", 2524, 810, "#f2f3f3" ], "caption": "Typing in a password is all that's needed to finalize cancellation." } ] } [/block] [block:callout] { "type": "warning", "title": "So long, farewell, auf Wiedersehen, good night!", "body": "We're sorry that you no longer want to have an account with us, but wish you the very best with your application and search. If there's anything you feel we could do better, please don't hesitate to [send us an email](mailto:support@bonsai.io) with comments." } [/block]