Finance team access setup

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Tannahill Systems: documents · Finance team access setup

Customer wants to expand access to finance team to query invoicing data without seeing customer PII. Callie explains that role-based scoping can handle this with appropriate data restrictions.

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Current to 11 Oct 26

Customer wants to expand access to finance team to query invoicing data without seeing customer PII. Callie explains that role-based scoping can handle this with appropriate data restrictions.

Problem: Scott is expanding access to the brain for the finance team, who need to run queries against invoicing data but should not see customer personal information. Handling: Callie confirmed that role-based scoping can create a Finance role mapped to specific data scopes, allowing access to invoicing tables only. Watch: Significant adoption signal; the brain is expanding from support team to finance, showing cross-departmental value recognition.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryaccess_permissions

Channelweb

First response (min)434

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public_reply · Scott Galbraith 13 Dec 2023 14:21
Hi, quick follow-up from our earlier conversation - we'd like to add our finance admin to the brain. Can you walk me through the permissions setup?
created · Scott Galbraith 13 Dec 2023 15:19
We're looking to expand access to the brain for our finance team. We need them to be able to run queries against our invoicing data but not see customer PII. How should we configure that?
public_reply · Callie Brennan 13 Dec 2023 22:33
Perfect timing - this is exactly what role-based scoping is built for. You can create a Finance role that maps to specific data scopes, and that maps cleanly to your access model. I can help you set that up before we switch on the refresh. Just need to know which invoicing tables you want them to access. Thanks, Callie
status_change · Callie Brennan 20 Dec 2023 10:21
status_change · 24 Dec 2023 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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