Getting the team set up on the brain
Ticketclosed
Penwortham Mutual: documents · Getting the team set up on the brain
Phil Catterall asked about the most efficient way to onboard 150 member operations team members post-Enterprise sign-up. Bethan Lister explained batch invitation process. Opened 2 Jul 2026, solved 6 Jul 2026.
What happened
What this says
Current to 12 Oct 26Phil Catterall asked about the most efficient way to onboard 150 member operations team members post-Enterprise sign-up. Bethan Lister explained batch invitation process. Opened 2 Jul 2026, solved 6 Jul 2026.
Problem: Phil needed guidance on the most efficient process for adding 150 member operations team members to the brain.
Handling: Bethan Lister explained that the account owner and CSM handle bulk user invitations in batches. She offered step-by-step documentation or a call to walk through the process. First response took 344 minutes.
Watch: This is routine post-signature Enterprise onboarding. The extended response time and customer expectations are not clear from the ticket.
Details
Updated 9 Oct 26Trail
created · Phil Catterall 2 Jul 2026 11:53We've just signed up for Enterprise and we're in the process of adding our member operations team. I need to understand the best way to onboard 150 users and make sure everyone has the right access. What's the quickest path to getting them set up?- public_reply · Bethan Lister 2 Jul 2026 17:37Hi Phil, thanks for getting in touch. For Enterprise, your account owner and CSM will handle the user invitations in batches. I can send you a guide with step-by-step onboarding, or we can jump on a call to walk through it. What works best? Thanks, Bethan.
- status_change · 10 Jul 2026 23:59