Expanding dashboard access to branch managers
Ticketclosed
Merriott Lyle Distribution · Expanding dashboard access to branch managers
Deepa reported strong adoption by regional directors (daily use) and requested access for approximately 40 branch managers across the network. Bethan looped in Daniel (CSM) to finalize licensing and training plans.
What happened
What this says
Current to 13 Oct 26Deepa reported strong adoption by regional directors (daily use) and requested access for approximately 40 branch managers across the network. Bethan looped in Daniel (CSM) to finalize licensing and training plans.
Problem: Deepa wanted to extend dashboard access to about 40 branch managers but needed to understand the licensing approach and whether additional training was required.
Handling: Bethan explained that branch managers need to be licensed users and offered role-based access controls for granular permissions. She looped in Daniel to discuss the licensing strategy and plan training for the rollout.
Opportunity: This is a significant expansion signal. Merriott Lyle's regional directors are using the brain daily for account reviews, demonstrating clear value, and the customer is now rolling it out to branch level. This represents an upsell of approximately 40 additional user licenses and likely requires a tier upgrade depending on the current user limit.
Details
Updated 9 Oct 26Trail
created · Deepa Chauhan 22 May 2025 08:45We've seen great uptake of the brain in the last month, the regional directors are using it daily for account reviews. We'd like to extend access to the branch managers so they can see their accounts alongside the credit status. Do I need to add them all as licensed users first, or can I give them read-only access to specific dashboards?- public_reply · Bethan Lister 23 May 2025 00:35That's brilliant to hear they're using it so well. Branch managers need to be licensed users, but you can control what they see through role-based access. Depending on how many you're adding, it might be worth a chat with Daniel about the best licensing approach. Want me to loop him in? Thanks, Bethan
- public_reply · Deepa Chauhan 27 May 2025 13:37Yes, that's a good idea. We're looking to add roughly forty branch manager users across the network. Can Daniel help us figure out the best approach? Also, do they need training, or can they access it the same way as the regional directors? Thanks, Deepa
- public_reply · Bethan Lister 28 May 2025 16:15Perfect. I've looped in Daniel and he'll be in touch to sort the licensing and discuss training. For role-based access, I can help you configure which dashboards each branch manager sees. It's straightforward once you've got the licensing agreed. Thanks, Bethan
- status_change · 10 Jun 2025 23:59