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How to Invite New Team Members and Understanding User Permissions
How to Invite New Team Members and Understanding User Permissions

Learn about navigating user permissions in your Beacon account

Updated over 3 weeks ago

Highlights

  • There are two levels of role permissions in Beacon: Administrator and User.

  • Both Administrators and Users are able to submit data and accumulate credits.

  • Only Administrators can provide bank details.

  • The registrant who provides the requested documentation as part of the covered entity’s Beacon registration is automatically made an administrator.

  • Both Administrators and Users may register additional covered entities through the Entities tab.

  • If a user is able to provide the requested documentation for an additional covered entity, their role on that covered entity will be Administrator. An individual's role (User vs. Administrator) can vary covered entity to covered entity.

How to Invite New Team Members

  1. Log in to your Beacon account.

  2. Click the Entities tab from the top menu bar.

  3. Click Invite New User.

  4. Complete the user’s information and select their role.

Beacon Role Permissions

Access and permissions across Administrators and Users can vary. Use the table below to learn more. The first person to register a covered entity and any subsequent person who opts to complete the registration for a covered entity by providing the requested documentation is automatically made an administrator on that covered entity's account.

Administrator

User

Provide bank details

Yes

No

Verify micro-deposits

Yes

No

Access multiple entities

Yes

Yes

Invite new users

Yes

Yes

Invite new administrators

Yes

No

Register a new covered entity*

Yes

No

Submit data

Yes

Yes

*If a user is able to provide the requested documentation for an additional covered entity, their role on that covered entity will be Administrator. An individual's role (User vs. Administrator) can vary covered entity to covered entity.

How to View Roles for Registered Users

  1. Log in to your Beacon account.

  2. Click the Entities tab from the top menu bar.

  3. Click Users.

  4. Use the Role column to determine if User or an Administrator.


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