What happened
What this says
Current to 11 Oct 26Linnea Holm requested account provisioning for a new customer insight team member. Olivia Grant set up the account and added the user to the insight team group before the new starter's first week.
Problem: New team member needed account access before starting.
Handling: Olivia requested the user's name and email, then provisioned the account and added them to the insight team group before their start date. Linnea confirmed the account was ready.
Opportunity: Customer is expanding user count; track whether this continues as a potential seat upgrade signal.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryaccess_permissions
Channelemail
First response (min)173
Helpdeskmade from
Trail
- created · Linnea Holm 6 Feb 2026 08:57Hi, we have a new team member joining the customer insight team who will need access to the brain. Could you set up an account and grant them access to our customer dashboards? They should have the same level of access as other members of the insight team. Let me know what information you'll need from me.
- public_reply · Olivia Grant 6 Feb 2026 11:50Hi Linnea, of course. Can you send me the new user's name and email address? Once I have that, I'll provision the account and add them to the insight team group.
- public_reply · Linnea Holm 6 Feb 2026 16:01Thanks. I'll send you the details separately. She'll be starting next week, so it would be good to have access set up by then.
- public_reply · Linnea Holm 10 Feb 2026 14:26Hi, just checking in. Have you been able to set up the account? She starts next week and will need to be ready to access the system.
- public_reply · Olivia Grant 10 Feb 2026 16:15All set. I've provisioned the account and added her to the insight team. She should be able to log in now. Let me know if there are any issues getting started.
- status_change · 21 Feb 2026 23:59
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