B-Viz
Kate Ormerod

Removing a leaver from the client managers group

Ticketclosed

Duddingston Payroll logo Duddingston Payroll · Removing a leaver from the client managers group

Lorna Cairns asked for a leaver to be removed from the client managers group without touching anyone else's access. Kate Ormerod confirmed the group and planned removal on the last working day.

Priority normal

What happened

What this says

As at Fri 9 Oct 2026

Lorna Cairns asked for a leaver to be removed from the client managers group without touching anyone else's access. Kate Ormerod confirmed the group and planned removal on the last working day.

Problem: No fault. A leaver needed her access removed before her last day without affecting colleagues covering her employers.

Handling: Kate confirmed she sat only in the client managers group and suggested removal late afternoon on her last working day, with confirmation in the thread.

Watch: The ticket was solved on 15 Apr 2026 and closed on 19 Apr 2026, but the thread shows no confirmation that the removal was done.

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

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryaccess_permissions
Channelemail
First response (min)476
CSAT5
Helpdeskmade from

Trail

  1. Lorna Cairns
    created · Lorna Cairns 30 Mar 2026 10:29
    Hi, we have someone leaving us at the end of the week and I'd like her access removed in good time, so she can't see any employer data after her last day. Let's get it right first time. Can you confirm which group she's in and that it will be taken off without touching anyone else's access? The client managers are covering her employers, so I don't want anyone losing access by mistake. Thanks, Lorna
  2. Kate Ormerod
    Public reply · Kate Ormerod 30 Mar 2026 18:25
    Hi Lorna, thanks, that's clear. She is in the client managers group only, so removing her from it will not affect anyone else's access. I'd suggest we do it on her last working day, late afternoon, so nothing is left open. I'll confirm here once it's done. Kate
  3. Kate Ormerod
    Status change · Kate Ormerod 15 Apr 2026 15:04
  4. Status change · 19 Apr 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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

Ask B

B-Viz · read-only