Setting up access for new team members
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Delancey Haig: documents · Setting up access for new team members
Three new client account directors needed brain access before starting date. Support provisioned them with regional and permission scoping.
What happened
What this says
Current to 11 Oct 26Three new client account directors needed brain access before starting date. Support provisioned them with regional and permission scoping.
Problem: Customer needed three new client account directors set up before their first day to handle placements, invoices and correspondence across regions. Handling: Support offered to handle provisioning and requested names, emails, regions and access level. Support confirmed invites would be sent and accounts ready on day one. Watch: Three new users represents account expansion; confirm whether this approaches tier limits.
Details
Updated 9 Oct 26Trail
created · Holly Tranter 31 Jul 2025 10:11Hi, we have three new client-account directors joining next week who will need access to the brain before they start. They'll be handling their own books of placements and invoices, so they'll need to see accounts across the regions, along with complaints and correspondence. Can you either walk me through how to add them myself, or let me know if you need anything from me to set them up? We're keen to get them productive on day one. Thanks, Holly- public_reply · Bethan Lister 31 Jul 2025 16:56Hi Holly, I can set them up for you. Just so I've got this right: you need the three new account directors added before they start next week? I'll sort them out. To get everything in place, I'll need: - Their full names and email addresses - Which regions they'll be working across - Standard user access: they'll see their own accounts, placements and correspondence Send that through and I can get them into the system and send invites by end of day tomorrow. They'll be all set to log in when they start. Thanks, Bethan
- status_change · 12 Aug 2025 23:59