Entity & User Management
Manage your covered entities, users, and partner permissions
12 articles
Users
Learn more about how users, roles, and permissions work in Beacon Rebate Model
Partners & TPA Access
Manage user access, roles, and TPA connections for your covered entities
Entity Management
View and manage covered entity details, account information, and related entity settings
- Covered Entities OverviewLearn about how entity details help identify and organize your entity within Beacon Rebate Model
- How to Register an Additional Entity in BeaconLearn how authorized users can add another covered entity to their Beacon account.
- Navigating Across Multiple Covered Entity AccountsHow to add a covered entity to a Beacon account and how to toggle between covered entities
Workspace
Review, update, and maintain required covered entity information using Beacon Workspace.
- Workspace OverviewLearn how Workspace helps you manage tasks and review registration information for your covered entities.
- How to Update your Articles of Incorporation in BeaconLearn how to review and update Articles of Incorporation for your covered entities in Workspace
- How to Review Your EIN & CP-575 in Beacon Rebate ModelLearn how to review and update EIN and CP-575 information for your covered entities in Workspace
- How to Review or Update Your W-9 in Beacon Rebate ModelLearn how to review and update W-9 documentation for your covered entities in Workspace
- How to Review a Covered Entity's Bank Account InformationLearn how to review and update bank account details for your covered entities in Workspace