Onboarding: first refresh and user setup

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Onboarding thread: Callie Brennan confirmed the first refresh and provisioned all 15 Starter users. Neil Entwistle confirmed all 15 could log in. A team walkthrough was promised.

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Current to 11 Oct 26

Onboarding thread: Callie Brennan confirmed the first refresh and provisioned all 15 Starter users. Neil Entwistle confirmed all 15 could log in. A team walkthrough was promised.

Ask: Callie Brennan asked Neil Entwistle to confirm that every user could get in before handing over the setup guide.

Customer view: Neil replied the same day that all 15 were in and logins were working. The tone is positive and practical.

Next: a walkthrough call with the customer team was promised for the following week.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2023-08-18

Last message2023-08-21

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Messages

Callie Brennan 18 Aug 2023 14:53
to Neil Entwistle
Hi Neil, The first refresh landed this morning at 07:00. I've provisioned all 15 users on your Starter licence, and each should have received a login link. Can you confirm everyone's able to get in? Once that's working, I'll hand over the setup guide so you can manage the account. Thanks, Callie
Neil Entwistle 18 Aug 2023 16:52
to Callie Brennan
All 15 in. Logins working fine. Cheers, Neil
Callie Brennan 21 Aug 2023 09:41
to Neil Entwistle
Perfect. I'm attaching a setup guide covering user management, password resets, and manual refresh triggers. Daniel will run a walkthrough call with your team next week. Thanks, Callie

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