Set up user access for customer success team
Ticketclosed
Kesselfeld Software · Set up user access for customer success team
Julia Hartmann requested access for around a dozen customer success team members. Olivia Grant provided clear onboarding guidance and the ticket closed successfully.
Priority normal
What happened
What this says
Current to 13 Oct 26Julia Hartmann requested access for around a dozen customer success team members. Olivia Grant provided clear onboarding guidance and the ticket closed successfully.
Problem: Julia Hartmann requested access for around a dozen customer success team members to the platform. Handling: Olivia Grant responded with clear guidance, offering to provision users from a provided list and enable additions as needed. Watch: Large-scale team onboarding indicates serious adoption intent and potential for expanded usage.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryaccess_permissions
Channelweb
First response (min)335
CSAT5
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Trail
created · Julia Hartmann 4 Feb 2026 15:26We're getting set up on the platform and need to add the customer success team to access the brain. We have around a dozen people who need access initially. Can you help us get them onboarded?- public_reply · Olivia Grant 4 Feb 2026 21:01Welcome aboard! I can definitely help with that. The best way is to send me a list of names and email addresses and I'll get everyone set up. You can add more users as you need them.
- public_reply · Julia Hartmann 6 Feb 2026 14:33Perfect. I'll get that list to you tomorrow. Just to confirm: once they're added, they'll have access to all the dashboards and queries straight away?
- status_change · 16 Feb 2026 23:59
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