User role question

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Customer asks if roles can provide read-only dashboard access while allowing query execution. Tobias confirms granular configuration is possible and notes most customers adjust permissions over time.

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As at Fri 9 Oct 2026

Customer asks if roles can provide read-only dashboard access while allowing query execution. Tobias confirms granular configuration is possible and notes most customers adjust permissions over time.

Problem: Scott is checking whether the brain supports granular permissions, specifically read-only access to dashboards with query execution allowed. Handling: Tobias confirmed the capability exists and shared that most customers start tight and loosen, or start loose and tighten, depending on usage patterns. Watch: Good technical engagement; customer is thinking through their adoption strategy.

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

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Updated 9 Oct 26

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Statusclosed

Categoryaccess_permissions

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created · Scott Galbraith 17 Apr 2023 12:29
Quick question - when I set up user roles in the brain, is there a way to give someone read-only access to the dashboards but allow them to run queries? Or is it all or nothing?
Public reply · Tobias Renwick 17 Apr 2023 13:40
Good question. Roles are granular - you can absolutely set read-only on dashboards while allowing query access. It's not all or nothing. The honest answer is most customers either lock roles tightly at the start and loosen over time, or start loose and tighten later depending on what works. Happy to discuss the approach for your team. Best, Tobias
Status change · Tobias Renwick 20 Apr 2023 16:36
Status change · 24 Apr 2023 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

Help & Support

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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.

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