How do I set up user permissions by team

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Lindqvarn Retail: documents · How do I set up user permissions by team

How-to query on configuring dashboard and field-level access controls by team. Customer asking for layered permissions; supported and documented.

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How-to query on configuring dashboard and field-level access controls by team. Customer asking for layered permissions; supported and documented.

Problem: Linnea wanted to set up user access so different teams could see only their relevant data within dashboards and specific fields. Handling: Olivia explained that dashboard-level and field-level permissions can be layered together, confirmed they're fully supported, and provided step-by-step documentation.

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

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Updated 9 Oct 26

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created · Linnea Holm 23 Sep 2026 08:32
I'm setting up user access for different teams in our organisation and I want to make sure I'm configuring permissions correctly. We have separate teams for e-commerce, customer service, and insight, and I'd like each team to only see their relevant data. Is there a best practice way to do this in the system?
public_reply · Olivia Grant 23 Sep 2026 16:08
Hi Linnea, good question. Depending on your tier, you have a couple of options. The simplest is using dashboard-level permissions, where you control who sees which dashboards. For more granular access by data type, you'd need to set that up at the saved query level. Which approach fits your team structure better?
public_reply · Linnea Holm 24 Sep 2026 09:15
Actually, thinking about it more, we'd like both. Some dashboards are team-specific, but within those dashboards we also want to limit access to certain data fields by team. Is that supported?
public_reply · Olivia Grant 24 Sep 2026 11:44
Yes, that's fully supported. You can layer both dashboard permissions and field-level access. I'll send you a doc with the step-by-step setup and you can take it from there. Let me know if any of it is unclear and we can walk through it together.
status_change · Olivia Grant 7 Oct 2026 16:33

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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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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.
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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.
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Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
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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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