Beacon

Invite your team

Updated 4 months ago

Now that you know your way around Beacon, it's time to invite your team to see your good work.

While it can be good fun to invite your entire team straight away, we recommend getting started with just a few of your colleagues. That way you can customise Beacon as a smaller team before getting everyone in on the Beacon experience.

invite

How you invite your team member depends on if you're:

  1. In your trial period
  2. You're a Beacon customer

link Inviting team members to Beacon during your trial

link Video instructions:
link Written instructions:
  1. Go to the Team members page (You can find it in your sidebar under Settings) Screen Shot 2019-09-27 at 15.50.17
  2. Click the big yellow Invite button Screenshot 2020-01-17 at 10.28.14
  3. Enter your colleague's name and email address
  4. Optional - Tick the Make your team member an admin? box if you'd like them to have full access to customising the database and changing settings (you can always adjust it later)
  5. Select the role you are assigning them from the dropdown list. If you want to edit permissions, or add a new role, go to Roles and permissions in your Settings.

help_outline New team members will be sent a link to the email address you've entered - this will be the email they'll use to sign into Beacon.

link Inviting team members to Beacon for customers

link Video instructions:

link Written instructions:

  1. Go to the Team members page (You can find it in your sidebar under Settings) Screen Shot 2019-09-27 at 15.50.17
  2. Click the big yellow Manage Licences button. If you already have unused licences or you want to add a read-only team member then skip to step 4. Screen Shot 2021-01-10 at 16.17.43
  3. Use the + buttons to add a new licence for your new team member
    Screen Shot 2021-01-10 at 16.57.03
  4. Back on the Team members page, click the big yellow Invite button Screenshot 2020-01-17 at 10.28.14
  5. Enter your colleague's name and email address
  6. Optional - Tick the Make your team member an admin? box if you'd like them to have full access to customising the database and changing settings (you can always adjust it later)
  7. Select the role you are assigning them from the dropdown list. If you want to edit permissions, or add a new role, go to Roles and permissions in your Settings.
  8. Select the licence that you are assigning them to from the dropdown list.

help_outline New team members will need to sign up with the same email address that the invite was sent to.


link Congratulations!

You've now completed the Beacon Online Admin Training! More training will be available in the future - but, for now, feel free to continue exploring Beacon using our Guide and you can also get in touch with our friendly Customer Success team if you have any questions or queries.

see you soon

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