Adding a user to the credit team view

Ticketclosed

Strensall Merchants · Adding a user to the credit team view

A new credit team member still saw only summary pages after a group change. The fix was a separate trade calls role that was missing from her account.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

A new credit team member still saw only summary pages after a group change. The fix was a separate trade calls role that was missing from her account.

Problem: The new team member was in the credit group but could only see summary pages. Handling: Olivia Grant first asked for a sign-in refresh, then checked the role directly and added the missing trade calls role on 22 Aug 2025. Watch: The ticket was solved on 5 Sep 2025 and closed on 9 Sep 2025, with a first response of 150 minutes; the record does not show whether she confirmed the calls pages.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

Channelchat

First response (min)150

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created · Ashok Patel 18 Aug 2025 08:06
Morning. Could we get a user added to the credit team's view? She has joined the team this week and needs the same access as the others, but she is only seeing the summary pages. I have added her to the group, which I think is right, but nothing has changed. It is not urgent, but she is supposed to start on the trade calls today. Thanks, Ashok
Public reply · Olivia Grant 18 Aug 2025 10:36
Morning Ashok. Thanks for the detail. A group change needs a sign-in refresh before it takes effect, so could she sign out and back in? If she is still on the summary pages after that, send me her email address and I will check the role directly. Olivia
Public reply · Ashok Patel 20 Aug 2025 13:26
She has signed out and back in. Still summary only. The data says otherwise, though: the group list shows her as a member. I would rather not guess which setting is missing, so please check the role itself. Ashok
Public reply · Olivia Grant 22 Aug 2025 16:45
Thanks Ashok. Her account was missing the trade calls role, which is separate from the group, so I have added it. She should see the calls pages now. Could you ask her to check and let me know if anything is still missing? Olivia
Status change · Olivia Grant 5 Sep 2025 11:45
Status change · 9 Sep 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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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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