B-Glass
Kate Ormerod

Setting up admin roles for field service team

Ticketclosed

Kaltenbrunn Medizintechnik logo Kaltenbrunn Medizintechnik · Setting up admin roles for field service team

Customer setting up admin access for two field service colleagues to configure connectors and dashboards across hospital sites. Kate Ormerod provided step-by-step instructions. Customer completed successfully.

Priority low

What happened

What this says

As at Fri 9 Oct 2026

Customer setting up admin access for two field service colleagues to configure connectors and dashboards across hospital sites. Kate Ormerod provided step-by-step instructions. Customer completed successfully.

Problem: Administrative setup; customer expanding internal admin team for connector and dashboard management across hospital sites. Solution: Kate provided clear instructions (Settings > Users and Roles, add email addresses, assign Admin role). Handling: Straightforward administrative support. First response 350 minutes slow for low-priority request but not critical. Customer confirmed successful completion. Watch: Positive signal of customer investing in internal capability and expanding role ownership.

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

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryaccess_permissions
Channelemail
First response (min)350
CSAT5
Helpdeskmade from

Trail

  1. Kai Petersen
    created · Kai Petersen 8 Jul 2026 12:55
    I'm setting up initial admin access for two colleagues at our field service operations. They need to configure connectors and dashboards across all hospital sites. What permissions do I need to grant them, and how?
  2. Kate Ormerod
    Public reply · Kate Ormerod 8 Jul 2026 18:45
    Hi Kai, Thanks for reaching out. I can help you set up admin accounts for your colleagues. Go to Settings > Users and Roles, then add their email addresses and assign the Admin role. This gives them full access to all connectors and dashboards across all your hospital sites. Once you've set them up, let me know and I can confirm everything is working properly. Best regards, Kate
  3. Kai Petersen
    Public reply · Kai Petersen 9 Jul 2026 10:52
    Done. Both colleagues are now set up as admins and can access everything. Thanks for the help.
  4. Kate Ormerod
    Status change · Kate Ormerod 20 Jul 2026 13:14
  5. Status change · 24 Jul 2026 23:59
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