Adding a new team member to the brain
Ticketclosed
Penwortham Mutual: documents · Adding a new team member to the brain
Request to provision access for new partner management colleague; involves account owner invite and potential RBAC configuration.
What happened
What this says
Current to 12 Oct 26Request to provision access for new partner management colleague; involves account owner invite and potential RBAC configuration.
Problem: Phil asked how to add a new colleague from partner management who needs access to the brain with appropriate permissions for managing schemes. Handling: Bethan explained that the account owner must send an invite and noted that role-based permissions are available on Enterprise tier. Watch: The ticket closed after two weeks; confirm the new user received access and consider whether RBAC would benefit the customer.
Details
Updated 9 Oct 26Trail
created · Phil Catterall 25 Aug 2026 14:20One of our colleagues from partner management just joined and needs access to the brain. They'll be managing several schemes. How do I get them set up with the right permissions?- public_reply · Bethan Lister 25 Aug 2026 18:21Hi Phil, you'll need to loop in your account owner to send an invite. Once they accept, they'll have the same access as your team. If they need specific role-based permissions, that's something we can set up on Enterprise. Let me know. Thanks, Bethan.
- status_change · 13 Sep 2026 23:59