Adding a new user to our account

Ticketclosed

Commondale Care · Adding a new user to our account

Kayleigh needed to add a quality team member but thought she might have to remove someone first. Connor confirmed there was room under the licence and offered to add her.

Priority high

made from

What happened

What this says

As at Fri 9 Oct 2026

Kayleigh needed to add a quality team member but thought she might have to remove someone first. Connor confirmed there was room under the licence and offered to add her.

Problem: A new starter needed access, and Kayleigh was unsure whether a user had to be removed first. Handling: Connor confirmed the licence had room and asked for her work email. First response took 166 minutes on a high priority access ticket, and the ticket was solved 18 Nov 2024. Watch: The evidence does not show the new user was added after the email was requested.

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

AImade from

Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryaccess_permissions

Channelemail

First response (min)166

CSAT5

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Trail

Public reply · Kayleigh Pounder 14 Nov 2024 09:45
Sorry, I sent that too early. The full request is above, and I'd be grateful if it could be sorted quickly as it's holding up a new starter. Kayleigh
created · Kayleigh Pounder 14 Nov 2024 13:18
Hello, I need to give a new member of our quality team access to B-Viz, but I can't see a way to add her without removing someone first. Could you check what is possible? Thanks, Kayleigh
Public reply · Connor Webb 14 Nov 2024 16:04
Hi Kayleigh, thanks for this. Just so I've got this right: you need one more user, and you're not sure whether you'll have to remove someone first? You have room under your licence, so nobody needs to be removed. Could you send me her work email and I'll add her as a standard user? Thanks, Connor
Status change · Connor Webb 18 Nov 2024 13:41
Status change · 22 Nov 2024 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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