User access and permissions setup

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Thackwray Logistics · User access and permissions setup

Josh asked how to configure role-based access so some users see only their own customer data while others see all data. Bethan sent a detailed guide on the Roles feature.

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Current to 13 Oct 26

Josh asked how to configure role-based access so some users see only their own customer data while others see all data. Bethan sent a detailed guide on the Roles feature.

Problem: Customer needed role-based access control for different permission levels. Handling: Bethan confirmed the brain supports roles and sent a detailed guide on setup and user assignment. Straightforward technical question resolved with documentation. No follow-up recorded.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Updated 9 Oct 26

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Categoryaccess_permissions

Channelemail

First response (min)479

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created · Josh Pearce 17 Apr 2025 16:48
We need to set up different permission levels for our team. Some users should only see their own customer's data while others need to see everything. Is there a way to configure role-based access in the brain?
public_reply · Bethan Lister 18 Apr 2025 00:47
Thanks for reaching out, Josh. The brain supports role-based access through our Roles feature. I've sent you a detailed guide separately on how to set up roles and assign them to users. Have a read through and let me know if you need any clarification.
status_change · Bethan Lister 1 May 2025 11:04
status_change · 5 May 2025 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Brain 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 brain 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 Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	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 brain 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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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