How do I add a colleague to the brain?

Ticketclosed

Quaystead Marine Services · How do I add a colleague to the brain?

Ian Fairclough asked how to add a colleague to view dashboards the team had built. Bethan confirmed admins can add up to 15 users on Starter. User onboarded within one day.

Priority urgent

made from

What happened

What this says

As at Fri 9 Oct 2026

Ian Fairclough asked how to add a colleague to view dashboards the team had built. Bethan confirmed admins can add up to 15 users on Starter. User onboarded within one day.

Problem: Ian Fairclough (Client Services Manager) needed to grant access to another team member to view dashboards.

Handling: Bethan confirmed admins can add users directly in Settings. She noted the 15-user soft limit on Starter. Fast resolution.

Watch: Ian is non-technical but comfortable adopting the brain for his team. User count is rising; monitor trajectory toward 15-user limit. This is an early upsell signal to Growth tier.

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

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Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryhow_to

Channelemail

First response (min)33

CSAT5

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created · Ian Fairclough 26 Jun 2025 13:35
We need to add another team member so she can see the dashboards we've built. What's the process? Cheers, Ian
Public reply · Bethan Lister 26 Jun 2025 14:08
Hi Ian, you're the admin on your account, so you can add users directly. Go to Settings, then Users, and click Add User. You can add up to 15 people on Starter. Let me know if you hit any snags. Thanks, Bethan
Status change · Bethan Lister 27 Jun 2025 11:35
Status change · 1 Jul 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