How to set up roles and permissions

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Lindqvarn Retail · How to set up roles and permissions

Linnea Holm asked how to set up role-based access for 160 users across teams so each sees only relevant dashboards. Olivia Grant explained the Settings > Roles interface and offered guided setup.

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Current to 14 Oct 26

Linnea Holm asked how to set up role-based access for 160 users across teams so each sees only relevant dashboards. Olivia Grant explained the Settings > Roles interface and offered guided setup.

Problem: Linnea needed to configure granular dashboard access for users across e-commerce, customer service and stores teams. Handling: Olivia confirmed that custom roles with specific dashboard visibility can be created through Settings > Roles, and offered either a written guide or screen-share support. This is a straightforward adoption question showing healthy growth in user base.

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

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Updated 9 Oct 26

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created · Linnea Holm 6 Aug 2026 09:27
Hi, we're trying to set up different access levels for our teams in the brain. Some teams should only see dashboards relevant to their area: e-commerce, customer service, stores, etc. We have 160 users across different departments. How do I configure this? Is it through roles?
public_reply · Olivia Grant 6 Aug 2026 17:15
Hi Linnea, perfect, you can definitely do this with roles. Go to Settings > Roles in the admin panel, and you can create custom roles with specific dashboard visibility. Then assign those roles to users or teams based on their department. I can walk you through the setup with a guide or screen-share if that helps. It should take about an hour to set up all the roles for your teams.
status_change · Olivia Grant 13 Aug 2026 13:57
status_change · 17 Aug 2026 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

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