Invite additional contributors to your covered entity, so they can access data, complete required tasks, and collaborate on your operational workflows.
Prerequisites
You must have the appropriate Admin permissions to invite a new user
The team member must have access to the email address used for the invitation
The entity must already be registered in Beacon
Tip: Want to learn more about user permissions and role assignments? Check out the Roles and Permissions article.
Steps
Follow these steps to invite a new user to an entity:
Navigate to the Entities module from the side panel menu
Click Invite New User
Complete the user’s information and select their 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 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?
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:
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Email: [email protected]
Phone: (878) 788-8907