Second Sight Solutions

The Beacon Welcome Packet provides key resources to help you get started with Beacon, including guidance on support, registration, account setup, and platform functionality.

The resources included in the Welcome Packet are also available as individual articles in the Beacon Support Center, making it easy to return to specific guidance as needed.

- How to Connect with Beacon Support
- Getting Started on Beacon
- Beacon Support Resources
- Covered Entity Registration
- Bank Account Setup &amp; Verification
- Platform Functionality
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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: <a href="mailto:support@beaconchannelmanagement.com" rel="nofollow noopener noreferrer" target="_blank">support@beaconchannelmanagement.com</a> ​Phone: (878) 788-8907

Review Beacon's welcome package to help with onboarding and learn more about Beacon.

Beacon Welcome Packet

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Beacon Welcome Packet

October 2026 Beacon Welcome Packet

Welcome Packet Resources

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