Access for a new branch manager

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Strensall Merchants · Access for a new branch manager

Karen Oxley asked what access a new branch manager would get. Olivia Grant explained that the regional view is a separate role that must be added and approved by the customer's admin.

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What happened

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As at Fri 9 Oct 2026

Karen Oxley asked what access a new branch manager would get. Olivia Grant explained that the regional view is a separate role that must be added and approved by the customer's admin.

Problem: Karen Oxley expected a new branch manager to see the regional accounts and wanted to know what to set up and who approves it. Handling: Olivia Grant explained the difference between the branch and regional roles and said approval normally comes from the customer's admin role holder. Watch: The ticket was solved on 2 Oct 2025 and closed on 6 Oct 2025, after a first response of 438 minutes.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

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First response (min)438

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Public reply · Karen Oxley 8 Sep 2025 09:53
Hi, just a heads up that I will be raising a request about a new starter this afternoon. Karen
created · Karen Oxley 8 Sep 2025 15:53
Hello, I have a new branch manager starting in one of my branches next week and I need to know what access they will get in the system. At the moment I think they will only see their own branch, but my understanding was that the regional view would show too. Could you let me know what to set up, and whether I need to ask someone at head office to approve it? I am not in a rush, but it would be good to have it sorted before they start. Thanks, Karen
Public reply · Olivia Grant 8 Sep 2025 23:11
Hi Karen, thanks for getting in touch. A branch manager normally sees their own branch, and the regional view is a separate role, so it will need to be added. Once it is in place, they will see the regional accounts too. Approval is usually given by whoever holds the admin role on your side, so please check with them first. Olivia
Status change · Olivia Grant 2 Oct 2025 11:58
Status change · 6 Oct 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.

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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.
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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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