Help with initial setup and user configuration
Ticketclosed
Lindqvarn Retail · Help with initial setup and user configuration
Customer provisioned 150 users across three teams and needed role-based access configuration. Bethan provided guidance and clarified that permissions are by role, not by data source.
What happened
What this says
As at Fri 9 Oct 2026Customer provisioned 150 users across three teams and needed role-based access configuration. Bethan provided guidance and clarified that permissions are by role, not by data source.
Problem: Customer provisioned 150 users (the full Enterprise limit) and needed role-based access for customer service, e-commerce and stores teams. Handling: Bethan provided the access control guide, confirmed team-lead admin model was working, and clarified that source-level restrictions use dashboards instead. Watch: Customer is now at the 150-user Enterprise limit. Monitor headroom and discuss additional user add-on options if the customer grows.
Details
Updated 9 Oct 26Trail
created · Linnea Holm 15 Sep 2025 09:05Hi, We're getting started with the brain and want to make sure we've set up user access correctly. We've added 150 users but need help configuring permissions for our different teams: customer service, e-commerce and stores. We'd like some team leads as admins and the rest as standard users. Can you walk us through this? Thanks, Linnea- Public reply · Bethan Lister 15 Sep 2025 10:37Hi Linnea, Just so I've got this right, you've provisioned 150 users and want role-based access for three teams. That's a good setup for Enterprise. I'll send our access control guide; it covers assigning admins and users. Once you've got the initial config, we can do a quick call to check it's working. Which CRM are you using for customer service? Thanks, Bethan
- Public reply · Linnea Holm 17 Sep 2025 10:42Thanks Bethan, We've read the guide, really helpful. We're using our CRM for customer service and Salesforce for e-commerce. We've set up team leads as admins and it's working. One more thing: can we restrict what users see by data source? We want store managers to see customer feedback but not billing data. Best, Linnea
- Public reply · Bethan Lister 18 Sep 2025 09:41Hi Linnea, You can set permissions by user role, but not by source. The brain pulls all your sources together into one view. Instead, create different dashboards for different teams, store managers get customer feedback, finance gets billing data. Does that work? Thanks, Bethan
- Status change · 23 Sep 2025 23:59