Connector setup, credentials

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Stainmore Haulage · Connector setup, credentials

Aaron asked whether to use a dedicated service account or his own credentials for connector setup. Callie recommended a dedicated service account for safety.

Priority normal

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What happened

What this says

Current to 14 Oct 26

Aaron asked whether to use a dedicated service account or his own credentials for connector setup. Callie recommended a dedicated service account for safety.

Problem: Customer uncertain about security best practice for connector credentials, whether to use personal or dedicated account.

Handling: Support advised dedicated service account with proper permissions to prevent breakage if user moves roles. Callie provided setup guide.

Watch: Positive technical engagement; proper credential hygiene reduces future support issues.

AI · claude-haiku-4-5-20251001 · 14 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

Channelweb

First response (min)296

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public_reply · Aaron Graham 11 Dec 2023 10:26
Just realised, do you need us to create a service account, or can we use my existing credentials?
created · Aaron Graham 11 Dec 2023 10:30
Hi, Aaron here, Systems Coordinator at Stainmore Haulage. Following up on our onboarding, we're ready to connect our CRM and other systems. What do we need to do on our end?
public_reply · Callie Brennan 11 Dec 2023 15:26
Hi Aaron, good question. What I need from your side is a dedicated service account with the right permissions, that's safer and won't break things if you move roles. I'll send you a setup guide before we switch on the refresh. Reply once you've created the account and I'll take it from there. Thanks, Callie.
status_change · Callie Brennan 14 Dec 2023 11:07
status_change · 18 Dec 2023 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Built by site/build_site.py from the site tree, 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.

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. Type a question, or pick one of the examples.

Search 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-Glass Claude Project, where Claude answers from the same data using the B-Glass 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
BG-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 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 support@b-glass.example or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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