Admins can invite additional team members to a covered entity so they can access the entity in Beacon and complete tasks based within their assigned role.
The covered entity must already be registered in Beacon, and the invited user must have access to the email address used for the invitation.
Tip: Want to learn more about user permissions and role assignments? Check out the Roles and Permissions article.
Invite a new user
Navigate to the Covered Entities module from the side panel menu.
Click Invite New User.
Complete the user’s information and select their role.
First name
Last name
Email address
Select the appropriate role.
Click Send Invite.
Once sent, the user will receive an email containing a secure link, which they should use to join the organization and complete the setup process.
Once added, the new user will appear under the Users tab in the Covered Entities module. This page displays a complete list of all contributors associated with the entity, along with the role assigned to each person. From here, Admins can review access levels, confirm who has administrative permissions, and manage changes as needed.
Still have questions?
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