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Invite your team members
Invite your team members
Gradually invite your colleagues as Beacon users
Updated over a week 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!

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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.


Inviting team members to Beacon

  1. Go to the Team members page in your Settings

  2. Click the big yellow Invite button

  3. Enter your colleague's name and email address

  4. Select what type of user this person should be; Admin user, Regular user, or Read-only user.

  5. If you have Roles & permissions enabled on your account, select the role you would like this person to be in.

    If you want to edit permissions, or add a new role, go to Roles and permissions in your Settings).


Inviting team members to Beacon (Old pricing)

If you're on our previous licence-based pricing model, adding users is slightly different:

  1. Go to the Team members page (You can find it in your sidebar under Settings)

  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.

  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

  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.


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