New user account for key accounts team member

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Brimscombe Energy · New user account for key accounts team member

Siân requested a new user account for a key accounts team member starting the following week, with full access to customer records and dashboards. Connor agreed to prioritize setup and offered to provide onboarding guidance.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Siân requested a new user account for a key accounts team member starting the following week, with full access to customer records and dashboards. Connor agreed to prioritize setup and offered to provide onboarding guidance.

Problem: A new key accounts team member needed account setup before their start date. Handling: Connor prioritized the request, offered to set up the account immediately upon receiving the email address, and proactively offered an onboarding call to help the new user get up to speed. Watch: Slow first response of 767 minutes despite a clear business timeline. The ticket shows the user was created but does not confirm completion of the onboarding call; ensure handoff occurred.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

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First response (min)767

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created · Siân Pritchard 5 Mar 2025 08:20
Hi, I've got a new account director joining the key accounts team in the next week or so, and we'd like to have her set up in the brain before she arrives. Can you create a new user account with full access to customer records, contracts and the key accounts dashboard? I'll send you her details once I've confirmed everything with HR. Let me know if there's anything else you need from me.
Public reply · Siân Pritchard 5 Mar 2025 12:48
She's starting at the beginning of next week, so ideally we'd have her all set up before she arrives. Can you prioritize this? I'll get her email address to you shortly.
Public reply · Connor Webb 5 Mar 2025 16:56
Hi Siân, absolutely, I can prioritize this. Once you send over her email address, I'll get the account set up straight away. Should be able to have everything ready well before she starts.
Public reply · Connor Webb 5 Mar 2025 21:07
One more thing: once the account's ready, let me know and I can arrange a quick call with her to walk through the interface. That usually helps new users get up to speed quickly. Just let me know what works for her schedule. Cheers, Connor
Status change · Connor Webb 25 Mar 2025 15:29
Status change · 29 Mar 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Glass 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 site 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.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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