Access to dashboard builder

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Dunholm Precision: documents · Access to dashboard builder

Sales engineer Jas Dhillon requested access to the dashboards builder for prospect conversations; Bethan Lister confirmed feature is available on Growth tier and directed him to check admin permissions.

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What happened

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Current to 11 Oct 26

Problem: Jas Dhillon wanted to build custom dashboards showing customer product usage for sales conversations but lacked access. Handling: Bethan Lister confirmed dashboard builder is included on Growth tier and directed him to check with his account admin about user group permissions. She offered to investigate further if permissions were correct but access still unavailable.

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

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Updated 9 Oct 26

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Categoryaccess_permissions

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created · Jas Dhillon 15 Jul 2026 08:41
Hi, I'd like to get access to the dashboards feature in the brain. I'm a sales engineer and I want to build a view of customer product usage for conversations with prospects. Currently I can search and view pages, but I can't build or save custom dashboards. Can you add that permission for me?
public_reply · Bethan Lister 15 Jul 2026 18:32
Hi Jas, just so I've got this right, you want to build custom dashboards to show customer product usage to prospects. Nice use case. Dashboard builder is available to all users on Growth plans, so you should have access already. Check with Nathan (your admin) that you're in the right user group. If you've got the right permissions but still can't build dashboards, let me know and I'll dig into it. Thanks, Bethan
status_change · Bethan Lister 22 Jul 2026 16:41
status_change · 26 Jul 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

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	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.

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.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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