New team member cannot see exceptions page

Ticketclosed

Clayhithe Logistics · New team member cannot see exceptions page

A new depot team member could not see the delivery exceptions page before starting on a Monday. Kate Ormerod found the account lacked a separate role and asked for it to be added; the ticket was solved on 7 Sep 2026.

Priority urgent

made from

What happened

What this says

As at Fri 9 Oct 2026

A new depot team member could not see the delivery exceptions page before starting on a Monday. Kate Ormerod found the account lacked a separate role and asked for it to be added; the ticket was solved on 7 Sep 2026.

Problem: Callum Rix raised an urgent request because a new depot team member could not see the delivery exceptions page, which they needed from their first morning.

Handling: Kate Ormerod found the new user was in the group but lacked a separate role for the page, and asked for it to be added. The ticket was solved on 7 Sep 2026 and closed on 11 Sep 2026, with a first response within 12 minutes.

Watch: The record does not show the role confirmed as live, so the new starter's access is not verified.

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

AImade from

Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryaccess_permissions

Channelemail

First response (min)12

Helpdeskmade from

Trail

created · Callum Rix 4 Sep 2026 13:00
Urgent, please. Our newest team member can't see the delivery exceptions page, even though they've been added to the group. Everyone else can see it. They're starting on the depot desk on Monday and need it from the first morning. Callum
Public reply · Kate Ormerod 4 Sep 2026 13:12
Hi Callum, thanks for raising this quickly. I've checked the new user's account and they're in the group, but the exceptions page needs a separate role that isn't on their account yet. I'm asking for that role to be added now and I'll confirm as soon as it's live. Thanks, Kate
Status change · Kate Ormerod 7 Sep 2026 16:59
Status change · 11 Sep 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.

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