Onboarding: account managers cannot see their clients' programmes

Ticketclosed

Rodenkirchen Assekuranzmakler · Onboarding: account managers cannot see their clients' programmes

Three account managers could see client names in search but not programmes or claims after the rollout began. Kate Ormerod asked for their sign-in addresses; the ticket was solved on 15 Jun 2026.

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What happened

What this says

As at Fri 9 Oct 2026

Three account managers could see client names in search but not programmes or claims after the rollout began. Kate Ormerod asked for their sign-in addresses; the ticket was solved on 15 Jun 2026.

Problem: Nadine Schröder reported that three account managers can see client names but not the programmes or claims tabs, although their Microsoft 365 access looks correct. Kate restated the symptom and asked for sign-in addresses and a screenshot.

Handling: The first response took 682 minutes. Nadine confirmed the symptom on 22 May 2026 and said she would send the addresses; the ticket was solved on 15 Jun 2026 and closed on 19 Jun 2026, but the record does not show the cause or the fix.

Watch: The rollout to account managers had only just started, so similar access gaps could affect others.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelemail

First response (min)682

CSAT2

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Trail

created · Nadine Schröder 21 May 2026 09:45
Hello, We have started rolling B-Viz out to our account managers and most of them can now see the clients they need. Three of them still cannot see programmes or claims for their own clients, although the client names come up in search. Their access looks right on our side in Microsoft 365, so could someone check what they have on your end? Many thanks, Nadine
Public reply · Kate Ormerod 21 May 2026 21:07
Hi Nadine, Thanks for getting in touch. Just to confirm I've understood: the three can see the client names but the programmes and claims tabs are empty? If you can send me their sign-in addresses and tell me what they see on one of those client pages, I'll take a look. A screenshot would help if it's easy. Kind regards, Kate
Public reply · Nadine Schröder 22 May 2026 10:51
Hello Kate, Yes, that's right. I'll send their addresses this afternoon. Thank you for looking into this. Nadine
Status change · Kate Ormerod 15 Jun 2026 11:47
Status change · 19 Jun 2026 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

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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