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Lindsay requested setup for three new team members (care coordinators and operations admin). Olivia asked for email addresses and customer provided them.

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What this says

As at Fri 9 Oct 2026

Lindsay requested setup for three new team members (care coordinators and operations admin). Olivia asked for email addresses and customer provided them.

Problem: Lindsay Pallister, Head of Care Operations, needed to onboard three team members to the brain for care homes operations.

Handling: Olivia asked for email addresses and the customer provided three: sarah@peltongrange.example, james@peltongrange.example, and janet@peltongrange.example.

Watch: Positive sign of team adoption and expansion. Multiple user setup suggests the customer is scaling usage. Check whether all three users were created and activated. Monitor whether adoption continues to accelerate, which could signal readiness to discuss upgrade or additional user add-ons.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryaccess_permissions

Channelweb

First response (min)583

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created · Lindsay Pallister 16 Sep 2025 10:16
Hi, we're setting up the brain for our homes and I need to get a few more team members added. I have three people who should have access: the care coordinators and our operations admin. Can you help with the user setup? Cheers, Lindsay
Public reply · Olivia Grant 16 Sep 2025 19:59
Hi Lindsay, Happy to help get the team on board. I'll need the email addresses of the three people you want to add. Once you send those over, I can create their accounts and they'll be ready to go. Olivia
Public reply · Lindsay Pallister 18 Sep 2025 15:02
Thanks for that. Here are the details: sarah@peltongrange.example, james@peltongrange.example, and janet@peltongrange.example. Can you get them set up?
Status change · Olivia Grant 10 Oct 2025 17:44
Status change · 14 Oct 2025 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

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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.

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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.

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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.

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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.

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