Adding team members and setting roles
Ticketclosed
Marlstone Legal: documents · Adding team members and setting roles
Customer needed help adding team members and setting user roles. BB-Demo support explained admin panel process and offered detailed guide. Customer expanding rollout indicates growth potential.
Priority normal
What happened
What this says
Current to 11 Oct 26Customer needed help adding team members and setting user roles. BB-Demo support explained admin panel process and offered detailed guide. Customer expanding rollout indicates growth potential.
Problem: Customer needed to provision users and assign roles for team expansion. Handling: BB-Demo described admin panel user management process and offered written guide. Watch: Customer scaling team access to brain suggests positive adoption; monitor for user upgrade opportunities.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryonboarding
Channelemail
First response (min)309
Helpdeskmade from
Trail
public_reply · Mark Ellwood 14 Apr 2025 11:48We're bringing the team onto the system. Can you walk us through adding users and setting up their roles?- created · Mark Ellwood 14 Apr 2025 14:04We need to set up user access for our team. How do we add people and assign roles so they can start using the brain?
- public_reply · Bethan Lister 14 Apr 2025 19:13Hi Mark, I've picked this up. You add users in the admin panel and assign roles there. Want me to send a quick guide through?
- status_change · 27 Apr 2025 23:59
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