Set up user access for new advisor

Ticketclosed

Whitlingham Wealth · Set up user access for new advisor

New advisor joining team needs same access as existing advisors for client data and reporting. Connor responded 54 minutes. Configured 3 Feb 2025.

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What happened

What this says

As at Fri 9 Oct 2026

New advisor joining team needs same access as existing advisors for client data and reporting. Connor responded 54 minutes. Configured 3 Feb 2025.

Problem: New advisor joining the team; requires client data visibility and reporting access at same level as existing advisors. Handling: Connor Webb responded in 54 minutes; confirmed access level requirements and requested the new advisor's email address. Access configured by 3 Feb 2025. Watch: User onboarding request. The evidence does not show whether this addition exceeded the tier's included user limit and triggered an add-on user opportunity.

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)54

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created · Daisy Howes 30 Jan 2025 14:08
We need to add access for a new advisor joining the team. They'll need the same permissions as the other advisors so they can see client data and run reports.
Public reply · Connor Webb 30 Jan 2025 15:02
Hi Daisy. I can set that up. Just so I've got this right, the new advisor needs full advisor-level access? Send me their email and I'll get them added today.
Public reply · Daisy Howes 3 Feb 2025 12:30
Yes, that's right. Will send the email details over now.
Status change · Connor Webb 3 Feb 2025 17:53
Status change · 7 Feb 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

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