B-Viz
Mossbrook Data Partners logo

Onboarding session: finding a time

Email thread

Mossbrook Data Partners logo Mossbrook Data Partners · cs

Hamza Akhtar and Ciaran Doherty fixed a Tuesday 10:00 onboarding session. Ciaran asked for the privilege list first and again asked which warehouse B-Viz runs on; Hamza suggested extra-small to start.

What was said

What this says

As at Fri 9 Oct 2026

Hamza Akhtar and Ciaran Doherty fixed a Tuesday 10:00 onboarding session. Ciaran asked for the privilege list first and again asked which warehouse B-Viz runs on; Hamza suggested extra-small to start.

Ask: Hamza wants Ciaran, as admin, to confirm the Snowflake account and warehouse, create the grants himself and pick the first connectors.

Customer view: Ciaran is careful about access. He wants the privilege list first, will keep grants for the session, and would rather size the warehouse before connecting anything.

Next: Hamza to send the invite and list, and bring the connector question.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-09-25
Last message2025-09-26

Messages

  1. Hamza Akhtar
    Hamza Akhtar 25 Sep 2025 16:05
    to Ciaran Doherty
    Hi Ciaran, Good to speak earlier. As discussed on the call, I would like to book the onboarding session for Mossbrook's own set-up, with you as the admin on your side. What I need from the session: - Confirm which Snowflake account and warehouse B-Viz will run in. - Walk through the roles B-Viz needs, so that you can create and grant them yourself. I will send the list of required privileges as a document beforehand, nothing to be done by email. - Agree which connectors you want live first. It should take around an hour. Could you let me know which days next week suit you? I am flexible on mornings. Thanks, Hamza
  2. Ciaran Doherty
    Ciaran Doherty 26 Sep 2025 15:07
    to Hamza Akhtar
    Hamza, Tuesday morning works, 10:00 if you can. Not Friday for anything that touches the account, so best to keep the grants for the session itself and do them during the week. Send the privilege list first. I checked the role grants on our side and want to compare against what you need. Also, which warehouse is that running on? I would rather size it before we connect anything than after. Ciaran
  3. Hamza Akhtar
    Hamza Akhtar 26 Sep 2025 16:22
    to Ciaran Doherty
    Ciaran, Tuesday at 10:00 is fine, I will send the invite now. The privilege list is attached as a document. It is read access to the schemas you choose, plus a small set for the objects B-Viz creates itself. Nothing is granted until you do it in the session. On the warehouse, an extra-small one is normally enough to start with, and we can look at it again once the first connectors are loading. If you prefer to size it differently, say so and we will talk it through on Tuesday. I will also bring the connector question, so have a think about which source matters most to Mossbrook first. Thanks, Hamza

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only