Finance team access setup

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Tannahill Systems · Finance team access setup

Customer wants to expand access to finance team to query invoicing data without seeing customer PII. Callie explains that role-based scoping can handle this with appropriate data restrictions.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Customer wants to expand access to finance team to query invoicing data without seeing customer PII. Callie explains that role-based scoping can handle this with appropriate data restrictions.

Problem: Scott is expanding access to the brain for the finance team, who need to run queries against invoicing data but should not see customer personal information. Handling: Callie confirmed that role-based scoping can create a Finance role mapped to specific data scopes, allowing access to invoicing tables only. Watch: Significant adoption signal; the brain is expanding from support team to finance, showing cross-departmental value recognition.

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

Channelweb

First response (min)434

CSAT5

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Public reply · Scott Galbraith 13 Dec 2023 14:21
Hi, quick follow-up from our earlier conversation - we'd like to add our finance admin to the brain. Can you walk me through the permissions setup?
created · Scott Galbraith 13 Dec 2023 15:19
We're looking to expand access to the brain for our finance team. We need them to be able to run queries against our invoicing data but not see customer PII. How should we configure that?
Public reply · Callie Brennan 13 Dec 2023 22:33
Perfect timing - this is exactly what role-based scoping is built for. You can create a Finance role that maps to specific data scopes, and that maps cleanly to your access model. I can help you set that up before we switch on the refresh. Just need to know which invoicing tables you want them to access. Thanks, Callie
Status change · Callie Brennan 20 Dec 2023 10:21
Status change · 24 Dec 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

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.

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