New recruiters cannot see team dashboards

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Ovenden Software · New recruiters cannot see team dashboards

Aaron Crowther reported two new recruiters unable to see team dashboards despite an admin role. BG-Demo found both accounts set to viewer and asked him to confirm the intended role.

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What happened

What this says

As at Fri 9 Oct 2026

Aaron Crowther reported two new recruiters unable to see team dashboards despite an admin role. BG-Demo found both accounts set to viewer and asked him to confirm the intended role.

Problem: Aaron Crowther said two new recruiters could not see team dashboards, though they had been given the admin role.

Handling: Bethan Lister said both accounts held the viewer role, not admin, and asked Aaron to confirm the intended role. If admin was meant, she would update it and the users would need to sign out and back in.

Watch: The record does not show Aaron's answer or the final role. Recruiters without dashboard access cannot use the feature they were given.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryaccess_permissions

Channelemail

First response (min)73

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created · Aaron Crowther 9 Oct 2024 16:14
Hi, two of our new recruiters can't see the team dashboards even though they have been given the admin role. Could you check their access? Thanks, Aaron
Public reply · Bethan Lister 9 Oct 2024 17:27
Hi Aaron, thanks. Just so I've got this right, both accounts have the viewer role, not admin, so they can't see the team dashboards. Could you confirm which role you intended? If it's admin, I'll update it and they will need to sign out and back in. Thanks, Bethan
Status change · Bethan Lister 15 Oct 2024 15:40
Status change · 19 Oct 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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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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