Add new user to brain

Ticketclosed

Lornefield Pensions Administration · Add new user to brain

Craig requested setup for new team member with query and dashboard access but no connector admin permissions. Bethan asked for credentials; Craig confirmed standard user role. Resolved 22 Dec 2025.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Craig requested setup for new team member with query and dashboard access but no connector admin permissions. Bethan asked for credentials; Craig confirmed standard user role. Resolved 22 Dec 2025.

Problem: Craig needed to add a new team member with dashboard and query access but not connector admin rights.

Handling: Bethan requested the new user's name and email on 15 Dec 2025. Craig confirmed a standard user role on 17 Dec 2025. User was provisioned and ticket resolved 22 Dec 2025.

Watch: User addition indicates continued team growth and confidence in the product.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryaccess_permissions

Channelchat

First response (min)444

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created · Craig Paterson 15 Dec 2025 10:19
Hi, we've got a new team member starting, and I need to add them to the brain. They should be able to access the dashboards and run queries, but not adjust the connector settings. Can you set them up with the right permissions? Regards, Craig
Public reply · Bethan Lister 15 Dec 2025 17:43
Hi Craig, I've picked this up. Just so I've got this right – you need to add a new user with query access but not admin rights on the connectors, yeah? Can you send me their name and email address and I'll get them set up properly. Thanks, Bethan
Public reply · Craig Paterson 17 Dec 2025 14:17
Sure thing. They'll be working with the scheme relationship team, so a standard user role should be fine. Regards, Craig
Status change · Bethan Lister 22 Dec 2025 17:15
Status change · 26 Dec 2025 23:59

Helpdeskmade from

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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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