Set up user access for customer success team

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Kesselfeld Software · Set up user access for customer success team

Julia Hartmann requested access for around a dozen customer success team members. Olivia Grant provided clear onboarding guidance and the ticket closed successfully.

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As at Fri 9 Oct 2026

Julia Hartmann requested access for around a dozen customer success team members. Olivia Grant provided clear onboarding guidance and the ticket closed successfully.

Problem: Julia Hartmann requested access for around a dozen customer success team members to the platform. Handling: Olivia Grant responded with clear guidance, offering to provision users from a provided list and enable additions as needed. Watch: Large-scale team onboarding indicates serious adoption intent and potential for expanded usage.

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

Channelweb

First response (min)335

CSAT5

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created · Julia Hartmann 4 Feb 2026 15:26
We're getting set up on the platform and need to add the customer success team to access the brain. We have around a dozen people who need access initially. Can you help us get them onboarded?
Public reply · Olivia Grant 4 Feb 2026 21:01
Welcome aboard! I can definitely help with that. The best way is to send me a list of names and email addresses and I'll get everyone set up. You can add more users as you need them.
Public reply · Julia Hartmann 6 Feb 2026 14:33
Perfect. I'll get that list to you tomorrow. Just to confirm: once they're added, they'll have access to all the dashboards and queries straight away?
Status change · Olivia Grant 12 Feb 2026 11:07
Status change · 16 Feb 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

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