Copperlane Payroll / BB-Demo – Training
Callcompleted
Copperlane Payroll: documents · 2025-07-14 12:45
Training call on 14 Jul 2025, two weeks after go-live. Wayne Entwistle improved a messy query, Ian Brearley asked about freshness, outages and access, and both welcomed adding more colleagues under the 15-user Starter limit.
What was said
What this says
Current to 11 Oct 26Training call on 14 Jul 2025, two weeks after go-live. Wayne Entwistle improved a messy query, Ian Brearley asked about freshness, outages and access, and both welcomed adding more colleagues under the 15-user Starter limit.
What happened: Hamza Akhtar coached Wayne Entwistle on phrasing, then showed the admin screen. Ian Brearley, the admin, asked about data currency, connector outages and user limits.
Customer view: Wayne called the improved answer really good and said the session was useful. Ian wants colleagues to see what is possible.
Commercial: Hamza said Starter allows fifteen users and Copperlane is at one, so there is room to grow within the tier. Adoption by more of the team is the main value lever.
Watch: Hamza said stale data is the customer's concern if outages are on their side. Usage currently rests on Ian as admin and Wayne as the active user.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar puts the admin docs in writing and sends a calendar invite for next week.
- Ian Brearley decides who else joins the admin walkthrough.
Risks
Current to 9 Oct 26- Usage depends on one admin and one active user so far.
- Stale data after a customer-side outage could be read as a BB-Demo failure.
Opportunities
Current to 9 Oct 26- More colleagues can be added within the fifteen-user Starter limit, deepening adoption.
- Wider attendance at the next admin session could build internal sponsorship.
Transcript
Hamza Akhtar NoneHi Wayne, Ian, I'm Hamza, the implementation consultant. So you've been live for a couple of weeks now, and I wanted to check in, see how you're getting on with the brain.
Wayne Entwistle NoneYeah, all right. I've been using it a bit. It's good, but, I don't know, do you know how to make it do what I need?- Hamza Akhtar NoneThat's what I'm here for. What are you trying to do?
- Wayne Entwistle NoneSo I want to see all my clients and their invoices due in the next thirty days. I asked it, but the answer was kind of messy.
- Hamza Akhtar NoneOkay. The short answer is, you can do that. The longer answer is the way you ask matters. Let me show you. Instead of 'invoices due in the next thirty days', try 'what are my clients with invoices due within thirty calendar days'.
- Wayne Entwistle NoneOh, and that's cleaner?
- Hamza Akhtar NoneMuch cleaner. The brain reads calendar time better than duration. Try it.
- Wayne Entwistle NoneYeah, that's better. That's actually really good.
Ian Brearley NoneHamza, sorry, can I ask about the data? Is it all current?- Hamza Akhtar NoneGood question. Nightly refresh. Everything's complete by seven in the morning, UK time, every business day.
- Ian Brearley NoneAnd if something breaks in a connector, like one of your systems goes down, what happens?
- Hamza Akhtar NoneWe'd catch it and flag it to you. You'd see stale data until it's fixed. It's on you to let us know about outages on your end.
- Ian Brearley NoneOkay. Fair. What about the access controls, is there anything else I should know?
- Hamza Akhtar NoneYou set them up. You decide who sees what. Wayne won't see clients he doesn't manage. Others won't see payroll details. I'll walk you through the UI.
- Ian Brearley NoneGood. Yeah, let's do that.
- Hamza Akhtar NoneSo here's the admin screen. You add users here. You can set roles: viewer, editor, admin. And then per user, you can scope what they see: clients, payroll, invoices, or a mix.
- Wayne Entwistle NoneSo I can add colleagues?
- Hamza Akhtar NoneYeah, and set their role and what they see. They'll get an invite, they sign in, and they're away.
- Ian Brearley NoneHow many people can we add? I remember there was a limit.
- Hamza Akhtar NoneStarter tier is fifteen users. You're at one so far. You've got room.
- Wayne Entwistle NoneNice. So we could bring on more of the team.
- Hamza Akhtar NoneExactly. Look, Ian, I'll put the admin docs in writing, walk you through it properly next week. Sound good?
- Ian Brearley NoneYeah, that's good. Thanks.
- Wayne Entwistle NoneSo should someone else be on the next call to see the admin stuff, or just Ian?
- Hamza Akhtar NoneEither, really. It's Ian's call, he's the admin. But if someone else wants to see it, they're welcome.
- Ian Brearley NoneI think they should. People will want to know what's possible.
- Hamza Akhtar NonePerfect. I'll send over a calendar invite for next week. Anything else I should cover today?
- Wayne Entwistle NoneNope, I think that's it. This is actually useful.
- Hamza Akhtar NoneCheers, Wayne. Thanks, both. Speak next week.