How do I add a new team member?

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Kettlewell Lettings · How do I add a new team member?

Lily Harker asked where to add a new team member to the lettings group. Bethan Lister gave the steps on 14 Aug 2024, and the ticket was solved on 20 Aug 2024 and closed on 24 Aug 2024.

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What happened

What this says

As at Fri 9 Oct 2026

Lily Harker asked where to add a new team member to the lettings group. Bethan Lister gave the steps on 14 Aug 2024, and the ticket was solved on 20 Aug 2024 and closed on 24 Aug 2024.

Problem: Lily Harker could not find where to add a team member to the lettings group.

Handling: Bethan Lister replied the same day with the steps through the users page and the team field, and asked Lily to confirm what she saw. The record shows no reply from the customer.

Watch: The ticket does not show whether Lily completed the steps.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

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First response (min)343

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created · Lily Harker 14 Aug 2024 17:48
Hello, I can't find where to add a new team member to the lettings group. Can you tell me where that is, please? Thanks, Lily
Public reply · Bethan Lister 14 Aug 2024 23:31
Hi Lily, thanks for getting in touch. Just so I've got this right: you want to add someone to the lettings team, not a single user on their own? Go to the users page from the settings menu, choose Add user and enter their work email. Before saving, set the team field to lettings. Can you try that and tell me what you see? Thanks, Bethan
Status change · Bethan Lister 20 Aug 2024 16:59
Status change · 24 Aug 2024 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.

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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.

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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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