How do user roles work?

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Hollowmere Care Group · How do user roles work?

Josh asked how user roles work and needs location-based access so managers see only their home's data. Support explained roles and scheduled a design call.

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As at Fri 9 Oct 2026

Josh asked how user roles work and needs location-based access so managers see only their home's data. Support explained roles and scheduled a design call.

Problem: Customer onboarding; needs to understand role model and set up location-based access control so home managers see only their location. Handling: Support explained built-in roles and offered custom row-level rules; scheduled call to design access policy. Watch: Active onboarding engagement for data governance. First response was slow (927 minutes, likely after hours). This shows expansion into regulated contexts requiring access control.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelweb

First response (min)927

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created · Josh Fairburn 26 May 2026 09:48
Hi, we're getting set up with the brain now. Can you explain how the user roles work? We want to make sure people only see the data they're supposed to see based on their role in the business.
Public reply · Olivia Grant 27 May 2026 01:15
Hi Josh, great question. The brain has a few built-in roles, Admin can see everything and manage users, Viewer can run searches and view dashboards, and Analyst can build dashboards on top of that. We can also set up custom rules if you need row-level access control for specific teams. What kind of data segregation do you need?
Public reply · Josh Fairburn 29 May 2026 15:16
We need managers to see only their own home's data, and leadership to see everything. So it's pretty much by location in our case.
Public reply · Olivia Grant 2 Jun 2026 14:19
Perfect. In that case, we can set up location-based access rules during the final stages of your onboarding. Let's discuss this in more detail on a call this week so I can understand your home structure. I'll send over a calendar link.
Public reply · Josh Fairburn 3 Jun 2026 14:48
Sounds good. I'll watch for your calendar link. Cheers.
Status change · Olivia Grant 8 Jun 2026 14:23
Status change · 12 Jun 2026 23:59

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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

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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.

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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.

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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.

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