Users
Everything you need to know about users in Beacon
17 articles
- How can I set up teams in Beacon?
- How do I invite, create, and manage my users? (Admins)
- How can I view my users' activity?
- How can I delete a user?
- What do I do if a user was created with the wrong email or role?
- How do I set up a distributorship in my Beacon environment?Creating distributorships and connecting sales reps in Beacon can help you to manage cases and inventory
- What does the Facility Manager role do?
- How do I create inventory custodians who will not be Beacon Users? (custodian-only users)
- How do I assign sales users to a distributor group?Build a distributor group to group sales and share inventory
- How do I set up commission rates for my distributors and sales users? (Admins)
- How do I assign directory records to my users so they can use them?
- How can I add users to my organization without sending email invitations?
- How can I keep track of my users' business names in ConnectSx?Admins can keep track of their users' business names with the Company field for Sales and Distributor Users
- How do I set up a new user?It's more than just creating a user, make sure a user is set up for success!
- How do I let a distributor share inventory among the reps in their group?
- What is a regional manager user?
- Complete Guide to the VP of Sales Role