Add new compliance team users with role restrictions

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Vellacott Payments: documents · Add new compliance team users with role restrictions

Femi Olatunji requested access for six new compliance team users with restricted permissions to complaints, disputes and client metadata. Connor Webb created a custom compliance viewer role and provisioned all users.

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Current to 11 Oct 26

Femi Olatunji requested access for six new compliance team users with restricted permissions to complaints, disputes and client metadata. Connor Webb created a custom compliance viewer role and provisioned all users.

Problem: Customer needed to onboard six new compliance users with scoped data access (complaints, disputes and client metadata only). Handling: Support created custom role with appropriate permissions and added all users within one hour of confirmation. Opportunity: User expansion shows adoption growth and approach to tier headroom.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryaccess_permissions

Channelchat

First response (min)469

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created · Femi Olatunji 25 Sep 2025 09:57
Hi, We need to add six new users from our compliance team to the brain. We want to restrict them to just the complaints and disputes data. Can you set up a role with those permissions? Thanks, Femi
public_reply · Femi Olatunji 25 Sep 2025 15:26
Actually, can they also see the client metadata? They might need that to understand the context.
public_reply · Connor Webb 25 Sep 2025 17:46
Hi Femi, No problem. I can create a compliance viewer role that includes complaints, disputes, and client metadata. They'll be able to view but not edit. I'll set that up and add the six new users under that role. Should be done within the hour. Thanks, Connor
public_reply · Connor Webb 26 Sep 2025 09:33
All done, Femi. The six new users are active now and they're locked into the compliance viewer role. They'll get their onboarding email this morning with login details.
status_change · Connor Webb 7 Oct 2025 17:13
status_change · 11 Oct 2025 23:59

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