How do I limit a user to one home?

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Commondale Care · How do I limit a user to one home?

Kayleigh Pounder needed a new deputy manager restricted to one home's contacts. Olivia Grant explained that access by home is set on the user's profile. Closed 1 Aug 2025.

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What happened

What this says

As at Fri 9 Oct 2026

Kayleigh Pounder needed a new deputy manager restricted to one home's contacts. Olivia Grant explained that access by home is set on the user's profile. Closed 1 Aug 2025.

Problem: A new deputy manager needed to see family and commissioner contacts for one home only.

Handling: Olivia Grant replied within 177 minutes, and the tier is not in the pack, so no miss is judged. She explained that home access is ticked on the user's profile and offered to review a screenshot if the option was missing.

Watch: The evidence does not show whether the restriction was applied.

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

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Updated 9 Oct 26

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First response (min)177

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created · Kayleigh Pounder 15 Jul 2025 10:04
Hi, we have a new deputy manager starting at one of our homes and she needs to see the family and commissioner contacts for that home only. I've been through the user settings but can't find where to restrict her to a single home. Could you point me in the right direction? Thanks, Kayleigh
Public reply · Olivia Grant 15 Jul 2025 13:01
Hi Kayleigh, thanks for getting in touch. Access by home is set on the user's profile, under homes, where you can tick just the homes they should see. If the option isn't there on your side, send me a screenshot of the profile page and I'll take a look. Thanks, Olivia
Status change · Olivia Grant 28 Jul 2025 15:19
Status change · 1 Aug 2025 23:59

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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

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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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