Once you've tried created a few records in Beacon, it's time to invite some of your team members so you can the most out of Beacon.
While it can be tempting to invite your entire team straight away, we recommend getting started with just a few of your colleagues. That way, you can build a case for your wider team once you've started to get results.
A good test group might be a few of your most trusted colleagues that you work with on data very frequently.
Inviting teammates to Beacon
- Go to the Team members page (You can find it in your sidebar under Settings
- Click the Invite button
- Enter your colleague's name and email address