Bethan Lister

Add new user to brain

Ticketclosed

Lornefield Pensions Administration: documents logo Lornefield Pensions Administration: documents · Add new user to brain

Craig requested setup for new team member with query and dashboard access but no connector admin permissions. Bethan asked for credentials; Craig confirmed standard user role. Resolved 22 Dec 2025.

Priority normal

What happened

What this says

Current to 10 Oct 26

Craig requested setup for new team member with query and dashboard access but no connector admin permissions. Bethan asked for credentials; Craig confirmed standard user role. Resolved 22 Dec 2025.

Problem: Craig needed to add a new team member with dashboard and query access but not connector admin rights.

Handling: Bethan requested the new user's name and email on 15 Dec 2025. Craig confirmed a standard user role on 17 Dec 2025. User was provisioned and ticket resolved 22 Dec 2025.

Watch: User addition indicates continued team growth and confidence in the product.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryaccess_permissions
Channelchat
First response (min)444
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Trail

  1. Craig Paterson
    created · Craig Paterson 15 Dec 2025 10:19
    Hi, we've got a new team member starting, and I need to add them to the brain. They should be able to access the dashboards and run queries, but not adjust the connector settings. Can you set them up with the right permissions? Regards, Craig
  2. Bethan Lister
    public_reply · Bethan Lister 15 Dec 2025 17:43
    Hi Craig, I've picked this up. Just so I've got this right – you need to add a new user with query access but not admin rights on the connectors, yeah? Can you send me their name and email address and I'll get them set up properly. Thanks, Bethan
  3. Craig Paterson
    public_reply · Craig Paterson 17 Dec 2025 14:17
    Sure thing. They'll be working with the scheme relationship team, so a standard user role should be fine. Regards, Craig
  4. Bethan Lister
    status_change · Bethan Lister 22 Dec 2025 17:15
  5. status_change · 26 Dec 2025 23:59
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