User access and permissions

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Fairhallow Travel · User access and permissions

Fairhallow Travel requested access for two new account managers; Bethan Lister confirmed the process and collected user details for provisioning.

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As at Fri 9 Oct 2026

Fairhallow Travel requested access for two new account managers; Bethan Lister confirmed the process and collected user details for provisioning.

Problem: Becky Lawton needed to add two new account managers to the brain with dashboard access. Handling: Bethan Lister asked for user details and roles to proceed. Becky confirmed both would need the same access as existing team members.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

Channelweb

First response (min)823

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created · Becky Lawton 19 Mar 2025 08:08
We need to add a couple of new team members to our account, both account managers. They'll need access to the dashboards like the rest of my team. How do I get that sorted? Thanks, Becky
Public reply · Bethan Lister 19 Mar 2025 21:51
Hi Becky, thanks for getting in touch. Just so I've got this right, you need to add new users so they can see the dashboards. I can walk you through it. First, can you tell me how many people and what their roles are? That way I can make sure they get the right access. Thanks, Bethan
Public reply · Becky Lawton 21 Mar 2025 13:54
Two new account managers, same access as the rest of us. Can you set them up? Thanks, Becky
Status change · Bethan Lister 2 Apr 2025 15:55
Status change · 6 Apr 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

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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.

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