Add new compliance team users with role restrictions

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Vellacott Payments · Add new compliance team users with role restrictions

Femi Olatunji requested access for six new compliance team users with restricted permissions to complaints, disputes and client metadata. Connor Webb created a custom compliance viewer role and provisioned all users.

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What happened

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As at Fri 9 Oct 2026

Femi Olatunji requested access for six new compliance team users with restricted permissions to complaints, disputes and client metadata. Connor Webb created a custom compliance viewer role and provisioned all users.

Problem: Customer needed to onboard six new compliance users with scoped data access (complaints, disputes and client metadata only). Handling: Support created custom role with appropriate permissions and added all users within one hour of confirmation. Opportunity: User expansion shows adoption growth and approach to tier headroom.

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

Channelchat

First response (min)469

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created · Femi Olatunji 25 Sep 2025 09:57
Hi, We need to add six new users from our compliance team to the brain. We want to restrict them to just the complaints and disputes data. Can you set up a role with those permissions? Thanks, Femi
Public reply · Femi Olatunji 25 Sep 2025 15:26
Actually, can they also see the client metadata? They might need that to understand the context.
Public reply · Connor Webb 25 Sep 2025 17:46
Hi Femi, No problem. I can create a compliance viewer role that includes complaints, disputes, and client metadata. They'll be able to view but not edit. I'll set that up and add the six new users under that role. Should be done within the hour. Thanks, Connor
Public reply · Connor Webb 26 Sep 2025 09:33
All done, Femi. The six new users are active now and they're locked into the compliance viewer role. They'll get their onboarding email this morning with login details.
Status change · Connor Webb 7 Oct 2025 17:13
Status change · 11 Oct 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

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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.

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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.
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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.

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