Admin hand-over session

Email thread

Logistical thread: Callie Brennan offered two slots for the admin hand-over. Leanne Moss missed both and asked for the following Tuesday at 11:00 with a few colleagues. Callie confirmed the booking.

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What was said

What this says

Current to 11 Oct 26

Logistical thread: Callie Brennan offered two slots for the admin hand-over. Leanne Moss missed both and asked for the following Tuesday at 11:00 with a few colleagues. Callie confirmed the booking.

Ask: Callie wanted to book the admin hand-over so Leanne can run the brain alone, covering the setup note, checking a refresh and who can add users and connectors.

Customer view: Leanne apologised for the late reply and asked for Tuesday at 11:00. She wants a couple of the team to sit in, which suggests wider ownership than one admin.

Next: Leanne sends attendee names so Callie can check they are set up as users. Callie sends the setup note by Monday.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2025-01-22

Last message2025-01-24

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Messages

Callie Brennan 22 Jan 2025 13:31
to Leanne Moss
Hi Leanne, Now the first refreshes are landing, I'd like to book the admin hand-over session. The plan for the hour is to walk through the setup note, show you how to check a refresh has completed, and cover who can add users and connectors. I can do Thursday at 11:00 or Friday at 15:00. Which suits you better? That way you can run things alone, and I will leave the setup note with you so nothing lives only in my head. Thanks, Callie
Leanne Moss 24 Jan 2025 10:25
to Callie Brennan
Hi Callie, Sorry, I've only just seen this. Thursday has gone now and Friday is today, so neither works. Could we do next Tuesday at 11:00? I'd like a couple of the team to sit in as well, if that's all right. Leanne
Callie Brennan 24 Jan 2025 10:46
to Leanne Moss
Hi Leanne, No problem at all. Tuesday at 11:00 is booked, and the more people on the call the better. Please send me their names beforehand so I can check they are set up as users, and I will have the setup note with you by Monday. Anything you want covered that is not in it, tell me and I will add it. Thanks, Callie

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