Feature request: a reusable set-up template for referred clients
Ticketclosed
Mossbrook Data Partners · Feature request: a reusable set-up template for referred clients
Customer asked for a saved set-up template so referred Starter clients can start from one. The request is logged with the product team, which decides whether it is built, and no date was promised.
What happened
What this says
As at Fri 9 Oct 2026Customer asked for a saved set-up template so referred Starter clients can start from one. The request is logged with the product team, which decides whether it is built, and no date was promised.
Problem: Joanna Platt asks for a saved set-up covering connectors, default pages and team roles, with each client's data kept separate. Several referred clients are live on Starter, and the same steps keep being repeated by hand.
Handling: Bethan Lister logged it with the product team and attached Joanna's three points as written. The ticket is marked solved on BG-Demo's side, and no date was promised.
Watch: The product team decides whether the template is built, and the request has no date.
Details
Updated 9 Oct 26Trail
created · Joanna Platt 26 Feb 2026 15:18Hi team, hope you're well. We now have several referred clients live on Starter and the same set-up steps keep getting repeated by hand. Would it be possible to save a set-up as a template so a new client can start from it? What we'd need: - connectors and default pages saved in one go - team roles carried over, with each client's data kept separate - a note of which template a client was built from Not urgent, but it would save a good chunk of time on day one for each new client. Happy to talk through how we'd use it. Thanks, Joanna- Public reply · Bethan Lister 27 Feb 2026 00:06Hi Joanna, thanks for picking this up with us, and sorry for the wait on a first reply. Just so I've got this right, you want a saved set-up that a new referred client can start from, covering the connectors, the default pages and the team roles, with each client's data kept apart? I've picked this up and logged it with the product team as a feature request. Could you send me the steps you repeat most often for a new client, and tell me whether the team roles change from client to client? That way the request goes in with real detail. Thanks, Bethan
- Public reply · Joanna Platt 2 Mar 2026 09:52Thanks Bethan. Good to know it's logged. - Connectors and default pages: always the same for a given tier - Team roles: mostly the same, sometimes one or two people change - The data is the part that has to stay separate, obviously Happy to share a list of the steps we repeat. Who owns this on your side, us or you? Let's write that down so we're both clear what happens next. Thanks, Joanna
- Public reply · Bethan Lister 2 Mar 2026 15:54Hi Joanna, that's really helpful, thank you. The product team decides whether this gets built, and I can't promise a date for it. What I can do is attach your three points to the request as you wrote them, so the team sees the detail rather than my summary. You'll get a note if the status changes. I've marked this solved on our side because the request is now logged, so please reply if anything is missing and I'll reopen it. Thanks, Bethan
- Status change · 6 Mar 2026 23:59