Bethan Lister

Add new user to account

Ticketclosed

Ellerby Dental Group: documents logo Ellerby Dental Group: documents · Add new user to account

Megan requested access for a new operations team member to review patient feedback and practice performance data; Bethan confirmed and requested details.

Priority low

What happened

What this says

Current to 11 Oct 26

Megan requested access for a new operations team member to review patient feedback and practice performance data; Bethan confirmed and requested details.

Problem: Routine user provisioning for a new operations team member. Handling: Bethan confirmed the request promptly and asked for the email address. The 17-day resolution is reasonable for administrative tasks. Watch: Growing team size indicates healthy adoption. Check total active users against the tier's limit to identify upgrade opportunities.

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

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryaccess_permissions
Channelemail
First response (min)137
CSAT5
Helpdeskmade from

Trail

  1. Megan Statham
    public_reply · Megan Statham 20 Jul 2026 14:42
    Just following up, did you get my earlier message about adding a new user?
  2. Megan Statham
    created · Megan Statham 20 Jul 2026 17:37
    Hi, we're bringing on a new team member to our operations group and she'll need access to the brain to review patient feedback and practice performance data with us. Could you set her up?
  3. Bethan Lister
    public_reply · Bethan Lister 20 Jul 2026 19:54
    Hi Megan, just so I've got this right, you need to add one new team member? Once you send over their email address, I'll get them set up. Thanks, Bethan
  4. Bethan Lister
    status_change · Bethan Lister 6 Aug 2026 12:05
  5. status_change · 10 Aug 2026 23:59
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