URGENT: access steps not working, need help today

Ticketclosed

Quabbin Clinical Research · URGENT: access steps not working, need help today

Rachel Feldman said the earlier access steps failed and marked this urgent, as clinical operations needed the dashboard that day. Ruth Okoro found the option sits under sharing settings, not the export menu.

Priority urgent

made from

What happened

What this says

As at Fri 9 Oct 2026

Rachel Feldman said the earlier access steps failed and marked this urgent, as clinical operations needed the dashboard that day. Ruth Okoro found the option sits under sharing settings, not the export menu.

Problem: the earlier instructions pointed to the export menu, so the customer could not find the option.

Handling: Ruth Okoro acknowledged the message at 12:07 and sent the corrected path at 15:37 on 5 May 2026, with a likely cause for the earlier error.

Watch: the ticket was solved on 5 May 2026 and closed on 9 May 2026, and the record does not show the customer's view of the corrected path.

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

AImade from

Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryhow_to

Channelemail

First response (min)29

CSAT4

Helpdeskmade from

Trail

Status change · Ruth Okoro 5 May 2026 10:09
Public reply · Rachel Feldman 5 May 2026 12:02
Hi Ruth, thanks for coming back so quickly. The steps didn't work on our side, as the option wasn't where you described. Could you send me the exact path, or tell me what you see when you open the dashboard settings? Rachel
Public reply · Ruth Okoro 5 May 2026 12:07
Hi Rachel, thanks, I'm picking this up now. I'll check the menu on our side and come back to you with the exact path. Ruth
created · Rachel Feldman 5 May 2026 15:08
Hello, following up on the steps from earlier. They still aren't working for us, and this is urgent because the clinical operations team needs the dashboard before the end of the day. Could someone look at it today please? I'm happy to jump on a call if that's quicker. Regards, Rachel Feldman
Public reply · Ruth Okoro 5 May 2026 15:37
Hi Rachel, sorry for the wait. The option sits under the sharing settings rather than the export menu, which is probably why it wasn't where I said. Could you try that and tell me what you see? Thanks, Ruth
Status change · 9 May 2026 23:59

Helpdeskmade from

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.

Help