Beacon

Invite your team members

Updated a year ago

Once you've tried creating a few records, it's time to add some of your team members so you can get the most out of Beacon. 'Team members' are what we at Beacon call users, so don't worry if you sometimes hear that instead!

link Start small

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.

link Inviting team members to Beacon during your trial

  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 need to sign up with the same email address that the invite was sent to.

link Inviting team members to Beacon for Beacon customers

  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.

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