Adding a new user to the brain

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Grisedale Search & Selection · Adding a new user to the brain

Nadia asked about onboarding a new consultant to the brain. Bethan explained the process: add to relevant group in identity provider or CRM, then sync on next refresh.

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Current to 12 Oct 26

Nadia asked about onboarding a new consultant to the brain. Bethan explained the process: add to relevant group in identity provider or CRM, then sync on next refresh.

Problem: Nadia needed to set up access for a new consultant joining the team. She asked about the process and timeline.

Handling: Bethan explained that adding a user is straightforward: add them to the relevant group in the identity provider or CRM. They sync on the next nightly refresh and appear in the brain by the next morning.

Watch: Onboarding completed smoothly with no issues.

AI · claude-haiku-4-5-20251001 · 12 Oct 2026

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Updated 9 Oct 26

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First response (min)86

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created · Nadia Bashir 9 Jul 2026 09:47
We've got a new consultant joining the team and I need to set them up with access to the brain. What's the process for adding a new user, and how long does it typically take for them to start showing up in the system?
public_reply · Bethan Lister 9 Jul 2026 11:13
Hi Nadia, nice one. Adding a new user is straightforward - just add them to the relevant group or role in your identity provider or CRM, and they'll sync through on the next refresh. They should have access within a day.
public_reply · Nadia Bashir 13 Jul 2026 09:05
Thanks - I've added them to our CRM user list this morning. Should they show up in the brain today, or will we need to wait until tomorrow's refresh?
public_reply · Bethan Lister 13 Jul 2026 13:57
They'll show up on the next refresh, which happens overnight. So if you added them this morning they should be visible in the brain by tomorrow morning. Let me know if they don't appear and we can investigate.
status_change · Bethan Lister 17 Jul 2026 14:04
status_change · 21 Jul 2026 23:59

Helpdeskmade from

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	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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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