Adjusting user permissions

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Quaystead Marine Services: documents · Adjusting user permissions

Emma asked how to restrict a team member's access to only contracts data after moving departments. Olivia explained the Users page permission controls.

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What happened

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Current to 11 Oct 26

Emma asked how to restrict a team member's access to only contracts data after moving departments. Olivia explained the Users page permission controls.

Problem: Emma needed to change permissions for a departing team member. Handling: Olivia provided clear instructions on editing user permissions via the Settings Users page. Solved after 8 days. Routine how-to question.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)146

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created · Emma Haworth 19 May 2026 16:21
One of our team members moved to a different department. Can we change her permissions so she only sees the contracts data, not the tickets?
public_reply · Olivia Grant 19 May 2026 18:47
Hi Emma, you can edit user permissions from the Users page in Settings. Click on her name and choose which data sources she can see. Save and it takes effect straight away. Let me know if you run into any issues. Thanks, Olivia
status_change · Olivia Grant 27 May 2026 13:20
status_change · 31 May 2026 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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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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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.

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