How to filter dashboards by agency group

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Carrowkeel Software · How to filter dashboards by agency group

Niamh asked how to set up dashboards so each agency group sees only their own data on Growth tier. Olivia explained how to create separate dashboards with filters and share to relevant teams.

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As at Fri 9 Oct 2026

Niamh asked how to set up dashboards so each agency group sees only their own data on Growth tier. Olivia explained how to create separate dashboards with filters and share to relevant teams.

Niamh sought guidance on multi-tenant dashboard setup across four agency groups with Growth tier. Handling: Olivia explained how to create separate dashboards using the builder with filters per agency group, then share to relevant teams. First response in 168 minutes exceeded Growth SLA for high priority. This ticket is marked high priority but categorized as how-to, a procedural support request. The priority classification may be incorrect. No further issues documented.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)168

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created · Niamh Fogarty 11 Aug 2026 16:12
Hi, I'm trying to set up the dashboards so each of our agency groups can only see their own data, but I can't find how to do this in the dashboard builder. We've got Growth tier and 40 users across multiple teams. Is there a guide or can someone walk me through this?
Public reply · Olivia Grant 11 Aug 2026 19:00
Hi Niamh, thanks for getting in touch. You can create separate dashboards using the builder with filters applied for each agency group, then share them to the relevant users. I can guide you through this if you'd like. What data would you like to filter on?
Status change · Olivia Grant 14 Aug 2026 10:12
Status change · 18 Aug 2026 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.

Help