Adding a second admin

Ticketclosed

Hepscott Recruitment · Adding a second admin

Chantelle Errington asked how to add a second admin so that someone in finance could manage the settings. Connor Webb asked whether the new admin could see the expected settings, and the ticket was closed on 27 May 2025.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Chantelle Errington asked how to add a second admin so that someone in finance could manage the settings. Connor Webb asked whether the new admin could see the expected settings, and the ticket was closed on 27 May 2025.

Problem: Chantelle Errington wanted a second admin on the account so that someone in finance could manage the settings.

Handling: Connor Webb said he would confirm the steps for the customer's plan and asked whether the new admin could see the settings expected. The ticket was solved on 23 May 2025, but the record does not show whether the admin was added or could see the settings.

Watch: The first response took 289 minutes. The service level for this tier is not in the record, so the response time is not judged against one.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)289

CSAT3

Helpdeskmade from

Trail

created · Chantelle Errington 15 May 2025 08:31
Hi, I wondered if you could tell me how to add a second person as an admin on our account. We'd like someone in finance to be able to manage the settings. Kind regards, Chantelle Errington
Public reply · Connor Webb 15 May 2025 13:20
Hi Chantelle, thanks for getting in touch. Just so I've got this right, you'd like a second admin so someone in finance can manage the settings? I'll confirm the exact steps for your plan and send them over. Once it's done, can you let me know whether the new admin can see the settings you expected? Thanks, Connor
Status change · Connor Webb 23 May 2025 16:42
Status change · 27 May 2025 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

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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.

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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.

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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.
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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.

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