Onboarding access for new team member

Ticketclosed

Brimscombe Energy · Onboarding access for new team member

Siân Pritchard requested workspace access for a new complaints team member starting 16 Sep 2026 with the same permissions as the existing team. Kate Ormerod confirmed the setup would be completed before the start date.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Siân Pritchard requested workspace access for a new complaints team member starting 16 Sep 2026 with the same permissions as the existing team. Kate Ormerod confirmed the setup would be completed before the start date.

Problem: A new complaints team member needed workspace access by 16 Sep 2026.

Handling: Kate Ormerod confirmed the setup could be completed in time and requested the user's email address and confirmation of permissions required.

Watch: Successfully completed on time; reflects stable team growth and clear access workflows.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryaccess_permissions

Channelemail

First response (min)72

CSAT5

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created · Siân Pritchard 11 Sep 2026 16:09
Hi, I need to set up workspace access for a colleague joining the complaints team on 16 September 2026. She's an existing user in our Snowflake account but hasn't been onboarded to the brain yet. She'll need the same access as the rest of the complaints team: customer account details, billing history and call transcripts. Can you get her set up in time for her start date?
Public reply · Kate Ormerod 11 Sep 2026 17:21
Thanks for reaching out, Siân. I can definitely get that sorted before 16 September 2026. Just to confirm, she needs the same read-only access as your other complaints team members? And can you send me her email address so I can add her to the workspace? Thanks, Kate
Public reply · Siân Pritchard 15 Sep 2026 12:39
Yes, exactly the same permissions. The new team member starts 16 September 2026. She's already in our Snowflake account, so she should just need to be added to the brain with the complaints team permissions. Let me know once it's done and I'll confirm with her.
Status change · Kate Ormerod 16 Sep 2026 10:44
Status change · 20 Sep 2026 23:59

Helpdeskmade from

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

Open as a page

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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