Adding a new user to the brain

Ticketclosed

Tilden Marsh Logistics · Adding a new user to the brain

Brittany Hayes asked how to add new team members to the account. Bethan Lister walked her through the Admin panel process, offering both individual and bulk CSV options. Resolved successfully.

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What happened

What this says

As at Fri 9 Oct 2026

Brittany Hayes asked how to add new team members to the account. Bethan Lister walked her through the Admin panel process, offering both individual and bulk CSV options. Resolved successfully.

Problem: Customer needed to add new team members to scale adoption. Handling: Support provided clear step-by-step guidance via Admin panel, offering bulk CSV option for efficiency. Watch: Brittany Hayes is the recurring administrator contact across multiple tickets; identify and train a backup admin to mitigate key-person risk.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryaccess_permissions

Channelchat

First response (min)181

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created · Brittany Hayes 28 Jul 2026 14:14
I need to add a couple of new team members to our account. Can you walk me through the process to get them set up?
Public reply · Brittany Hayes 28 Jul 2026 16:06
Hi, following up on this, do I go through the admin panel directly or is there a different way? Thanks.
Public reply · Bethan Lister 28 Jul 2026 17:15
Hi Brittany, I've picked this up. You'll want to go into the Admin panel, then Users, and hit Add User. You can add them one at a time or in bulk via CSV if you have a list. Can you try that and tell me what you see? Thanks, Bethan
Status change · Bethan Lister 5 Aug 2026 14:45
Status change · 9 Aug 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.

Help