Beacon

Your three varieties of user and what they can do

Beacon user types

What read-only users can do in your Beacon database

Read-only users

The breakdown of your billing page - how it works and how to make changes to your billing period

Your billing information

Your Beacon Invoice

We run through the pros and cons of each option to find out which will work best for you and your charity.

Monthly vs Annual billing - which is better for me?

Information about how changes to your plan are calculated.

Fair billing policy

Beacon annual price increases

Cancel your subscription and delete your Beacon account

How to delete your account

Ensure your account is future proofed with internal 'super users'

Beacon Champions; supporting internal expertise

Suggestions on best practice as you launch into your new CRM

Team Buy in

How to change your name and email address

Making changes to your Beacon user details

Discover the tools to look after your Beacon account.

Managing your account

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Home page

Pricing

Lighthouse academy

Website

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Volume, creators and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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