Partners can include individuals from third-party administrators (TPA), consulting firms, and other organizations seeking access to data on behalf of a covered entity. Add partners to one or more of your entities to allow them secure access to that entity's data through Beacon's API and SDKs.
Prerequisites
You must have the appropriate permissions to invite a Partner:
Admins can invite Partners
You must have an Access Token, provided to you by your Partner
The entity to which you are inviting them must already be registered in Beacon
Steps
Follow these steps to invite a Partner to your covered entity:
Navigate to the Entities module
Click Invite New Partner
Enter the Access Token provided to you by your Partner, which grants them access to your entity's data
Assign Partner permissions based on their requested level of access.
Read: allows a Partner to view data for this covered entity, but cannot submit or edit data themselves
Read/Write: allows a Partner to view and submit data for this covered entity using Beacon's API and SDKs
Click Add Partner
Tip: Partners can use access tokens to connect with covered entities to access Beacon's API and SDKs. To learn more about how partners can get and share access tokens, check out Partner Access Tokens in Beacon.
Once added, the partner will appear under the Partners tab. From there, you can view all partners associated with the entity and revoke their access at any time.
Still have questions?
If you have questions or need additional help, our team is here for you — please feel free to reach out using any of the contact options below:
Chat: Available via in-app messenger
Email: [email protected]
Phone: (878) 788-8907