User permissions issue

Ticketclosed

Brannock Medical Supplies · User permissions issue

Three key-account managers couldn't access the orders dashboard. Olivia Grant worked through troubleshooting, but Sunita Bains found the root cause: the users were set to read-only instead of editor.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Three key-account managers couldn't access the orders dashboard. Olivia Grant worked through troubleshooting, but Sunita Bains found the root cause: the users were set to read-only instead of editor.

Problem: Three key-account managers couldn't access the orders dashboard despite having identical settings to users who could. The issue affected a business-critical view for the NHS team.

Handling: Olivia Grant asked targeted troubleshooting questions about login status and page availability. Sunita Bains investigated further and discovered the root cause: the three users were set to read-only instead of editor. Changing them to editor resolved access by 22 Dec 2025, four days after creation.

Watch: The permission model needs clearer documentation. A read-only role that blocks dashboard access is counterintuitive and will recur.

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

Channelemail

First response (min)471

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Trail

created · Sunita Bains 18 Dec 2025 10:36
Three of our key-account managers cannot see the orders dashboard when they log in, though others in the same team can. I've checked their user profiles and everything looks the same: licence level, team assignment, all identical. Not sure what I'm missing here. Can someone help?
Public reply · Olivia Grant 18 Dec 2025 18:27
Thanks for reaching out. To help me troubleshoot: are the three users able to log in successfully? And can they see other pages in the brain, or is it just the orders dashboard that's unavailable to them? That'll help me narrow down what's going on.
Public reply · Sunita Bains 22 Dec 2025 09:47
They log in fine. It's just the orders dashboard: everything else works. I had another look at their profiles and spotted it: they were set to read-only. Changed them to editor and now they can see the dashboard. All sorted, thanks.
Status change · Olivia Grant 22 Dec 2025 14:39
Status change · 26 Dec 2025 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