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Onboarding session with Holly

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Mostly scheduling: Callie Brennan asked Holly Tranter for a working session on connectors and field mapping. Holly chose Friday morning and said access details would come in two goes because one needs information security sign-off.

What was said

What this says

Current to 11 Oct 26

Mostly scheduling: Callie Brennan asked Holly Tranter for a working session on connectors and field mapping. Holly chose Friday morning and said access details would come in two goes because one needs information security sign-off.

Ask: Callie wanted an hour with Holly, the day-to-day admin, before the refresh is switched on, plus written access details and a list of admin logins.

Customer view: Holly is cooperative and prompt, but flagged that one source must be cleared with the information security team first.

Next: Holly will send access details the next day, possibly in two parts, and bring a list of who needs admin logins.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2024-07-10
Last message2024-07-10

Messages

  1. Callie Brennan
    Callie Brennan 10 Jul 2024 15:50
    to Holly Tranter
    Hi Holly, Nice to meet you properly after this morning's call. As you'll be running the brain day to day, I'd like a working session just with you, to go through the connectors and how the fields map before we switch on the refresh. Could you do Thursday or Friday this week? Around an hour, and I'll share the agenda beforehand. We'll go through: - which source goes first and which follow - the credentials I need, and how you'd prefer to send them - who else on your side needs an admin login If you can send the access details in writing before the session, I can have the first connector ready to check with you in the room. Thanks, Callie
  2. Holly Tranter
    Holly Tranter 10 Jul 2024 18:18
    to Callie Brennan
    Hi Callie, Thanks for this. Friday morning is better for me, anything from 10:00 onwards. Thursday is full of meetings. I'll put together the access details tomorrow and send them over by email. I need to check one of them with our information security team first, so I may send the sources in two goes. Let me know if that causes a problem. I'll also think about who needs an admin login and bring a list. Kind regards, Holly

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