What does the Facility Manager role do?

The Facility Manager is a role designed for a representative of your healthcare facilities, to be able to access and view Event data directly in Beacon. In may ways a Facility Manager is like a Sales Representative user, but only for individual Facilities. 

So what can a Facility Manager do? 

• The Facility Manager is a user account you may grant to representatives at the healthcare facilities where you do business
• Each Facility may have more than 1 Facility Manager
• Each Facility Manager may have multiple Facilities assigned to them
• The Facility Manager may log into Beacon
• The Facility Manager may view all Events assigned to their Facilities
• The Facility Manager may view all Events assigned to them
• The Facility Manager may create new cases at their Facilities for themselves only
• If the "Add Directory Records" setting is turned to ON in the User Settings, the user will be allowed to add Procedures and Physicians to the Directory. 
• The facility Manager may access and VIEW the Product Catalog.
• The Facility Manager may create inventory for themselves only. 
• The Facility Manager may create inventory by scanning UDI.
• The Facility Manager may request inventory, and may request an inventory due back extension. 
• Facility Managers may use Quick Transfers to obtain inventory from Quick Transfer Locations
• Facility Managers may transfer inventory to other users associated with their Facilities and the ORG
• Facility Managers may mark inventory as used in their Events ONLY, using ONLY inventory in their custody. 

What may Facility Managers NOT do? 

• The Facility Manager may not create or edit Facilities in the Directory, but they may view their Facilities and Facility Pricing assigned to them. 
• The facility manager may not create Stock Adjustment events
• The Facility manager may not change the commission paid, invoice paid, or processed statuses on an Event; They may also not mark an Event as paid.
• The Facility Manager may not generate, email, or share Invoices
• The Facility Manager may not approve a quote
• The Facility May not export a sales order to an integrated financial system, such as Quickbooks or Xero. 
• The Facility Manager may not change the assigned representative on an Event.

How do I set up a Facility Manager? 

Your options for creating a Facility Manager are the same as any other user, which are found here.