Provision new user accounts for compliance team
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Brimscombe Energy · Provision new user accounts for compliance team
Siân requests four user accounts for compliance team members arriving early February with read access to customer records and contracts plus key accounts dashboard.
What happened
What this says
Current to 13 Oct 26Siân requests four user accounts for compliance team members arriving early February with read access to customer records and contracts plus key accounts dashboard.
Problem: Onboarding four new compliance team members before their start date.
Handling: Bethan confirms scope (read access to customers, contracts, key accounts dashboard matching existing users) and timescale (within a couple of days of receiving names and emails). Siân provides confirmation of scope.
Outcome: Routine onboarding completed before required start date. No issues noted.
Details
Updated 9 Oct 26Trail
created · Siân Pritchard 30 Jan 2025 10:58Hi, we've got four new colleagues joining the team early February, and I'd like to get them set up in the brain before they arrive so they can start using it straightaway. Can we provision four new user accounts with read access to customer records and contracts? It would be great to have them ready and tested before they walk through the door. Let me know what I need to do on my end.- public_reply · Bethan Lister 30 Jan 2025 18:38Hi Siân, thanks for that. I can definitely get those four accounts set up for you. Just so I've got this right, you need four accounts with read access to customer data and contracts, correct? Once you send me their names and email addresses, I can have them ready within a couple of days.
- public_reply · Siân Pritchard 31 Jan 2025 11:37Perfect, thanks Bethan. I'll get those details to you today. Can you make sure they're all set before early February?
- public_reply · Siân Pritchard 31 Jan 2025 14:03Just to confirm: they'll have the same access to site data and contracts as our other users, right? And they'll be able to see the key accounts dashboard once they're in?
- public_reply · Bethan Lister 31 Jan 2025 15:14Yes, that's right, they'll have the same read access to customer records and contracts as your other users. They'll be able to see the key accounts dashboard straightaway. Once you send me those details, I'll get them provisioned and send you a test link so you can verify they're set up correctly before they start. Should be all set well before early February. Let me know once you're ready. Thanks, Bethan
- status_change · 22 Feb 2025 23:59