How to add new users with read-only access

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Saltdean Hart Insurance Brokers · How to add new users with read-only access

Abi Coombes could not find the Add User option in the admin panel despite instructions. Connor identified a permission gap, upgraded her account, and she proceeded successfully.

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What happened

What this says

As at Fri 9 Oct 2026

Abi Coombes could not find the Add User option in the admin panel despite instructions. Connor identified a permission gap, upgraded her account, and she proceeded successfully.

Problem: The customer admin lacked the required permissions to access user management features despite attempting to follow standard instructions. Handling: Connor provided clear steps, then diagnosed a permission issue, upgraded the admin account, and the customer successfully added a new user. Watch: Customer is actively expanding team size, which signals growth phase and represents headroom for an upgrade conversation.

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

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First response (min)162

CSAT5

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Public reply · Connor Webb 11 Dec 2024 13:02
Hi Abi, to add a user, go to Admin and select Add User. You can set their role to Viewer for read-only access.
created · Abi Coombes 11 Dec 2024 14:15
Hi, I'm trying to add a new team member to the brain with read-only access. I don't see how to do this in the admin panel. Can someone help me?
Public reply · Abi Coombes 11 Dec 2024 14:22
Thanks Connor, but I don't see that option. Can you check if I have the right permissions?
Public reply · Connor Webb 11 Dec 2024 16:57
I've just checked and upgraded your admin permissions. You should now see the Add User option. Give it a try.
Status change · Connor Webb 17 Dec 2024 12:28
Status change · 21 Dec 2024 23:59

Helpdeskmade from

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

Open as a page

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