Onboarding session and admin handover

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Saltdean Hart Insurance Brokers: documents · cs

Callie Brennan reports the first refresh landed cleanly and proposes an admin session. Abi Coombes agrees, asks to focus on connectors that stop loading, and says she is the only admin.

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Current to 11 Oct 26

Callie Brennan reports the first refresh landed cleanly and proposes an admin session. Abi Coombes agrees, asks to focus on connectors that stop loading, and says she is the only admin.

Ask: Callie wants to train Abi to check refreshes, manage users within the licence and handle a connector that stops loading.

Customer view: Abi is positive about the refresh and asks for the setup note beforehand. She flags being the only admin on the customer side.

Next: a Tuesday afternoon session. A single admin is a key-person risk if Abi leaves.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages2

First message2025-01-08

Last message2025-01-09

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Callie Brennan 8 Jan 2025 10:21
to Abi Coombes
Hi Abi, The first refresh has landed and the mapping looks clean from my side. Next I would like to book the admin session, so you can run the brain on your own without waiting for me. The plan for the hour is: - How to check a refresh has completed. - How to add and remove users within your licence. - What to do if a connector stops loading. Could you suggest a time later this week or early next? I will write up a setup note straight afterwards. Thanks, Callie
Abi Coombes 9 Jan 2025 17:28
to Callie Brennan
Hi Callie, Thanks, good to hear the refresh went through. Next Tuesday afternoon would suit me. I would like the part on connectors that stop loading in particular, as I am the only admin on our side at the moment. Could you also send the setup note beforehand if it is ready, so I can read it first? Thanks, Abi

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