How can I set up teams in Beacon?
If you have users who work in teams in the field, there is a method of setup that may be useful for managing them. Essentially what you'd use are Distributor Groups, but this can work for other teams as well.
- Perhaps you're a Distributor with your own Beacon organization, but you have users who operate in teams within your distributorship.
- Perhaps you have users who have an assistant who help them with their administrative tasks, like billing.
- Perhaps you just have users operating in teams at a lower level than a distributorship
A distributor group enables you to link sales users together under the purview of one distributor account, but you can use this setup creatively if you have the available license.
If there is a team leader, they should receive the distributor account in the group, giving them access and purview over the cases and inventory of the other team members.
If there is no team leader, there is no way to give all users access to each others inventory and cases, but you may create a distributor account with shared access so long as it is understood that it may compromise the detail of audit trails and could end up with a "too many cooks in the kitchen" situation.
If the situation of a sales rep and assistant arises, it may make sense to give the assistant the distributor account so they will have access to the sales rep's inventory and cases.