In Beacon, roles define the level of access assigned to each, while permissions determine the specific actions they can take and the data they can view across your covered entity. Together, they create the framework that protects sensitive information, enforces appropriate access, and ensure users can perform the tasks required for their responsibilities.

Use roles and permissions to provision access efficiently and maintain consistent access control across Beacon.

Roles group a set of permissions into predefined access levels. Assigning a role to a contributor establishes their baseline visibility and capabilities in Beacon. Roles help your organization reduce administrative overhead, enforce access control, and stay organized.

Permissions are the individual access rights that determine what a user can do, such as viewing data, submitting data files, or inviting new users. Permissions are granted through roles and cannot be assigned independently.

Permissions help ensure that users only interact with data and functionality that align with their operational duties.

In Beacon, contributors can be assigned one of two predefined roles: Administrator or User. Each role includes a distinct set of permissions that determine what users can see and do within your covered entity.

Admin – Provides full access to manage and invite users, register new covered entities, and provide bank details. Admins can view all data, invite partners, as well as perform all actions afforded to Users.

User – Grants standard access needed for day-to-day activities, such as viewing data, submitting data, and navigating between multiple covered entities.

In addition to being assigned a Admin access by an existing Admin, Admin roles are automatically assigned to users who register a new covered entity in Beacon — for that entity only. Any additional contributors who complete registration for the same entity are also assigned the Admin role by default.

This ensures that all registered representatives have full Admin control to configure access and partners and oversee entity wide operations from the start.

User roles vary by entity and can be viewed directly within the entity's Users tab. 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.

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