Adding a new user role

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Quaystead Marine Services: documents · Adding a new user role

Emma Haworth asked how to set up a read-only viewer role for a new hire joining 23 Jul 2025. Bethan confirmed Viewer role provides read-only access via Users section self-service.

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Current to 11 Oct 26

Emma Haworth asked how to set up a read-only viewer role for a new hire joining 23 Jul 2025. Bethan confirmed Viewer role provides read-only access via Users section self-service.

Problem: Emma needed to configure permissions for a new team member to view dashboards but not edit them.

Handling: Bethan explained the three roles (admin, editor, viewer) and confirmed Viewer provides read-only access. Emma could self-serve user addition in the Users section.

Watch: Role management shows mature adoption. Emma is a Business Systems Analyst; her comfort with self-service suggests strong technical adoption across Quaystead.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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created · Emma Haworth 23 Jul 2025 16:36
We're going to onboard someone new on Monday. She'll be a read-only viewer, can we set up that permission level? Emma
public_reply · Bethan Lister 23 Jul 2025 23:01
Hi Emma, when you add a new user, you can choose their role: admin, editor, or viewer. Viewer is read-only and perfect for what you need. Just add her as a Viewer in the Users section. Let me know if you need anything else. Thanks, Bethan
status_change · Bethan Lister 4 Aug 2025 13:22
status_change · 8 Aug 2025 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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