How do I give a new team member the support view only?

Ticketclosed

Larkspire Software · How do I give a new team member the support view only?

Kiran Bassi asked how to give a new team member the support view only, without admin settings. Olivia Grant said it is done from the users page, but Kiran could not find the option described.

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What happened

What this says

As at Fri 9 Oct 2026

Kiran Bassi asked how to give a new team member the support view only, without admin settings. Olivia Grant said it is done from the users page, but Kiran could not find the option described.

Problem: Kiran asked how to give a new team member the support view only, without admin settings, and whether dashboards were needed as well.

Handling: Olivia Grant replied after 106 minutes that this is done from the users page by creating the account and giving only the support view role. Kiran confirmed the support view only, with no dashboards, but said the option was not found on the users page.

Watch: The ticket was solved on 2 Sep 2026 and closed on 6 Sep 2026, but the thread ends with the option not found, and the evidence does not show how that was resolved.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)106

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created · Kiran Bassi 18 Aug 2026 12:13
Hi, we're bringing a new team member onto B-Viz and I'm not sure how to give them the support view only, without the admin settings. Is there a simple way to do that? Thanks, Kiran
Public reply · Olivia Grant 18 Aug 2026 13:59
Hi Kiran, yes, you can do that from the users page. Create their account, then give them only the support view role. Admin settings stay with admins. Do they need the dashboards too, or just the support view? Cheers, Olivia
Public reply · Kiran Bassi 20 Aug 2026 14:42
Hi Olivia, just the support view, no dashboards. I couldn't find the exact option you described on the users page though, so I'll have another look. Thanks, Kiran
Status change · Olivia Grant 2 Sep 2026 13:54
Status change · 6 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.

Help