Onboarding: user setup and training

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Hamza Akhtar asked Josh Fairburn on 28 Apr 2026 for names to onboard next, noting the licence covers 170 users with only a handful logging in. Josh agreed to start with commissioner-facing staff and wants to be the only admin.

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As at Fri 9 Oct 2026

Hamza Akhtar asked Josh Fairburn on 28 Apr 2026 for names to onboard next, noting the licence covers 170 users with only a handful logging in. Josh agreed to start with commissioner-facing staff and wants to be the only admin.

Ask: Hamza wants names, roles and admin choices, starting with people handling commissioner questions, then home managers.

Customer view: Josh agreed on 1 May 2026. He will send a list early next week after Natasha reviews it, and said admins should be just him for now.

Next: Josh to send the list, with a single admin as the position to revisit.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2026-04-28

Last message2026-05-01

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Hamza Akhtar 28 Apr 2026 12:23
to Josh Fairburn
Hi Josh, Following our call, a quick note on the next step. The licence covers 170 users, but so far only a handful of people at Hollowmere are logging in, which is normal at this stage. I suggest we agree who comes on next and in what order. My thinking is to start with the people who deal with commissioner questions most often, then widen to the home managers once they have seen it answer something real for them. Could you send me a short list of names and roles, and tell me which of them should be admins? If you would rather talk it through, I can set aside half an hour later this week. Best, Hamza
Josh Fairburn 1 May 2026 10:08
to Hamza Akhtar
Hi Hamza, Sorry for the slow reply, it has been a busy week. I agree with starting with the commissioner-facing people. I have a first list but I want Natasha to look over it before I send it, as she will have views on who should see what. I will get it to you early next week. On admins, I think it should just be me for now. We can revisit that once more homes are in. Cheers, Josh

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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

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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.

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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.

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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.

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