Can't see my branch's trade accounts after login

Ticketclosed

Strensall Merchants · Can't see my branch's trade accounts after login

Karen Oxley could log in but saw no trade accounts under the North East filter, while colleagues in the same branches could see theirs. The ticket closed on 21 Mar 2025 without the cause stated.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Karen Oxley could log in but saw no trade accounts under the North East filter, while colleagues in the same branches could see theirs. The ticket closed on 21 Mar 2025 without the cause stated.

Problem: Karen Oxley, Regional Branch Manager for the North East, saw an empty trade account list under the filter and suspected her profile.

Handling: Bethan Lister asked her to log out, check the region filter and send any message, and Karen reported on 14 Mar 2025 that nothing had changed.

Watch: Bethan said she would check Karen's permissions, but the record shows no later reply before the ticket closed. The record does not show the cause.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

Channelemail

First response (min)503

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created · Karen Oxley 12 Mar 2025 14:52
Hello, I started using the system this week. I can log in fine, but I can't see the trade accounts for the branches in my area. The screen just shows an empty list under the North East filter. My colleagues in the same branches can see theirs, so I think it's something on my profile. Could you tell me what access I need and who to ask on our side? Kind regards, Karen Oxley, Regional Branch Manager, North East
Public reply · Bethan Lister 12 Mar 2025 23:15
Hi Karen, thanks for getting in touch. Just so I've got this right: you can log in, but the trade account list is empty when you filter to North East. Can you try the following and tell me what you see? First, log out fully and sign back in. Second, check the region filter is set to North East and not All. Third, if anything appears on screen, send me the exact message. I've picked this up and will check your permissions on our side. Thanks, Bethan
Public reply · Karen Oxley 14 Mar 2025 13:52
Hi Bethan, I tried logging out and back in, and the filter was on All. Changing it to North East still shows nothing, and the message just says no results. Thanks for looking into it. Karen
Status change · Bethan Lister 17 Mar 2025 11:05
Status change · 21 Mar 2025 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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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
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Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
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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.

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