In Beacon, roles define a user’s overall level of access, while permissions determine the specific actions available to that role.
Together, roles and permissions help ensure users can access the information and functionality needed for their responsibilities while protecting sensitive entity data.
What are roles?
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. A user’s role can vary by covered entity.
What are permissions?
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.
Beacon permissions by role
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.
Beacon Role Permissions
| Administrator | User |
Provide bank details | x |
|
Verify micro-deposits | x |
|
Access multiple entities | x | x |
Invite new users | x |
|
Invite new administrators | x |
|
Register a new covered entity | x | x |
Submit data | x | x |
How administrator access is assigned
Users who register a new covered entity in Beacon are automatically assigned the Administrator role for that entity.
Administrator access can also be provisioned by an existing Administrator when:
Inviting a new user and assigning them the Administrator role.
Managing user access from the Covered Entities module.
Administrator access applies at the entity level, which means a user may be an Administrator for one covered entity and have a different role for another.
Tip: Want to learn more about assigning and managing Administrator access? See How to Invite a New User to an Entity and Covered Entities Overview.
Where can I view user roles?
You can view user roles from the Users tab within the Covered Entities module. This tab displays all users associated with the selected covered entity and the role assigned to each person. Administrators can use this page to review access and confirm which users have Administrator permissions.
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