Introducing: All new Roles & Permissions

Beacon's Roles and Permissions system allows you to control which parts of Beacon your users have access to.

We released the first version of Roles and Permissions way back in 2019, and today we're really excited to announce a brand new system for managing access within Beacon, with some great new features.

There are a couple of important updates:

• We've updated the interface to make configuring roles and permissions clearer and simpler
• For those with the new Advanced Permissions element, we're introducing a new rules-based system that allows for more granular control at the record-level. You can now control which users have access to specific records.

You can read full details about how to use the new Roles and Permissions system in our accompanying Beacon Guide article here.

A Cleaner Interface

We have completely redesigned Beacon's Roles and Permissions interface to make it cleaner and more modern:

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New Rules System (Advanced Permissions element required)

You can now create rules which control which users have access to specific records.  
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Want to make sure that case workers can only see the cases to which they're assigned? Piece of cake. Events team should only be able to see the records for people who are attending your gala? You got it.

Setting up rules for accessing records is really easy:

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With our new Advanced Permissions element you can do some pretty nifty things:

• Case Workers can be set to only access their own cases that are not closed, and the people on the cases.
• The Fundraising team can only see access to people that have made donations.
• Volunteers can only access the people records for the events they are helping out at.
• Grant-making team, they should only have access to the grants they are working on, and the payments attached to them

Which plans can use the Advanced Permissions element?

The Advanced Permissions element is only available on Premium and Ultimate plans. If you are on Standard or Starter plans, you will need to upgrade.

Want to learn more?

Our Head of Product, Charles Douglas-Osborn, will be running a webinar taking you through the new interface and features this Wednesday (the 11th of June). You can click here to sign up.

Ready to get started?

New to Beacon and want to see if this could work for your charity? Click here to get in touch.

Already a Beacon customer? We have a new and improved Roles and Permissions help centre article which you can find by clicking here.

We're also working on some new Lighthouse training, so you'll soon have more resources to make sure your team are Beacon roles and permissions experts.