New starter gets permissions error at sign-in

Ticketclosed

Yealmpton Accountants · New starter gets permissions error at sign-in

A new starter got a permissions error at sign-in because they were not in the access group. Zoe Hocking added them to the group, and the ticket closed on 21 Feb 2026.

Priority low

made from

What happened

What this says

As at Fri 9 Oct 2026

A new starter got a permissions error at sign-in because they were not in the access group. Zoe Hocking added them to the group, and the ticket closed on 21 Feb 2026.

Problem: Zoe Hocking reported that a new starter's account was active but showed a permissions error at sign-in.

Handling: Connor Webb asked whether the starter was in the right team and for the exact error text. Zoe found the starter was in the team but not the access group, and added them. The first response took 256 minutes.

Watch: The comments show Zoe planned to check the next day, but do not confirm the starter could sign in.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

Channelchat

First response (min)256

CSAT5

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Trail

created · Zoe Hocking 10 Feb 2026 14:35
Hi, one of our new starters can't log in to B-Viz. Their account shows as active, but they get a permissions error when they try. Can you help? Zoe
Public reply · Connor Webb 10 Feb 2026 18:51
Hi Zoe, just so I've got this right: the new starter's account is active but they see a permissions error at sign-in. Could you check whether they've been added to the right team in the admin area, and tell me the exact error text? Thanks, Connor
Public reply · Zoe Hocking 11 Feb 2026 16:48
Hi Connor, they were added to the team but not to the access group. I've put them in the group now and I'll check with them tomorrow to see if it's working. Zoe
Status change · Connor Webb 17 Feb 2026 14:57
Status change · 21 Feb 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

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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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