Adding a new user to the platform

Ticketclosed

Fairhallow Travel: documents · Adding a new user to the platform

Customer requested to add new finance team member with dashboard access; support offered setup guidance.

Priority low

made from

What happened

What this says

Current to 11 Oct 26

Customer requested to add new finance team member with dashboard access; support offered setup guidance.

Problem: Tariq needed to add a new finance team colleague with dashboard access.

Handling: Olivia requested role details and offered to set up the user. First response 341 minutes; resolved in 24 days.

Watch: Recurring user additions suggest healthy adoption and growth.

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

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

Channelemail

First response (min)341

Helpdeskmade from

Trail

created · Tariq Hussain 12 May 2025 13:26
Hi, I'm trying to add a new person to our account, they need access to the dashboards. Can you help me set that up? Cheers, Tariq
public_reply · Olivia Grant 12 May 2025 19:07
Hi Tariq, thanks for reaching out. I can help you add a new user. Just so I've got this right, you need access permissions for someone on your team. Can you tell me who they are and what access level they need? Then I can get that sorted for you. Thanks, Olivia
public_reply · Tariq Hussain 13 May 2025 13:08
Yes, that's right. It's a new colleague in the finance team. They'll need the standard access like the rest of the account managers. Cheers, Tariq
status_change · Olivia Grant 5 Jun 2025 16:50
status_change · 9 Jun 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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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.
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.

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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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