Operations Role Settings
Promote to Admin
This setting allows you to elevate the user to the ADMIN role, providing them with additional permissions and access within the app. Proceed with caution; once promoted the use cannot be demoted by you.
This setting is OFF by default.
Create and Manage Events
Allow this user to create and modify/manage ALL event types.
This setting is ON by default.
Create New Inventory
Allow this user to add new inventory via imports and manual creation.
This setting is ON by default.
Edit Container Catalog Numbers
When enabled, this setting allows the user to CHANGE container catalog numbers. Container catalog numbers differ from device catalog numbers/SKUs in that they are always unique. Changing a catalog for a container typically means you have updated an existing container/set ID in place.
Note: this is likely not a common situation. You should proceed with caution.
This setting is OFF by default.
Edit Catalog Numbers
When turned on, this setting allows this user to EDIT catalog numbers ONLY IF no active inventory exists for that catalog.
Note: this is likely not a common need. If the catalog has been changed with inactive inventory, those catalog numbers will be updated to reflect the change. You should proceed with caution.
This setting is OFF by default.
Remove Expiration Dates
This setting allows the user to REMOVE expiration dates from inventory items. You should proceed with Caution.
This setting is OFF by default.
Make Inventory Adjustments
When enabled, this setting allows the user to deactivate individual devices and create inventory adjustment events.
This setting is ON by default.
Manage Inventory Movements
This setting allows the user to create Transfers and Request on behalf of other users.
This setting is ON by default.
Manage Directory Items
This setting allows the user to create and modify Physicians, Facilities, Procedures, and Manufacturers.
This setting is ON by default.
Manage Facility Pricing
This setting allows the user to upload and edit facility pricing sheets across all facilities.
This setting is ON by default.
Invite or Create New Users
This setting allows the user to add or invite new users to your account. This requires available licenses to be consumed.
This setting is ON by default.
Manage Existing Users
This setting allows this user to edit, modify, or deactivate existing users in your account. They cannot modify Admin users, but they CAN edit Operations users.
This setting is ON by default.
Update User-Level Settings
This setting allows the user to change user settings for all other non-admin users. Proceed with caution.
This setting is ON by default.
Manage Integrations
This setting allows the user to view and modify the integrations section, if enabled for your organization. This includes Quickbooks, Xero, and other 3rd part integrations, if applicable. Proceed with caution.
This setting is OFF by default.
View Looker Reports / Visualizations
This setting allows the user to VIEW Looker (BI) reports and visualizations.
This setting is ON by default.
Regional Managers Role Settings
Create and Manage Events
The setting allows the user to create and modify/manage ALL event types for their assigned users.
This setting is ON by default.
Manage Inventory Movements
This setting allows the user to create Transfers and Request on behalf of their assigned users.
This setting is ON by default.
Create Shipping Labels
When enabled, this setting allows this user to use the organization's shipping account to
generate shipping labels to ship stocking orders and transfers.
Note: This requires a Shippo shipping account managed by your organization.
This setting is OFF by default.
View Contract Prices
This setting allows the user to VIEW existing contract prices. They will NOT be allowed to modify those prices.
This setting is ON by default.
Invite or Create New Users
This setting allows the user to add or invite new users to your account. This requires available licenses to be consumed.
This setting is ON by default.
View Commissions
This setting allows the user to view the commission rates of assigned users.
This setting is ON by default.
View Looker Reports / Visualizations
This setting allows the user to VIEW Looker (BI) reports and visualizations.
This setting is ON by default.
Distributors Role Settings
Modify Prices
This setting allows the user to modify ANY device price in an event, even for items with contract prices loaded.
This setting is OFF by default.
Require Patient Stickers
When turned on, the setting requires the user to upload a patient sticker image BEFORE they can submit an event for billing.
This setting is OFF by default.
Require Device Labels
When turned on, the setting requires the user to upload device label images BEFORE they can submit an event for billing.
This setting is OFF by default.
Create Shipping Labels
When enabled, this setting allows this user to use the organization's shipping account to generate shipping labels to ship stocking orders and transfers.
Note: This requires a Shippo shipping account managed by your organization.
This setting is OFF by default.
Modify Replenishment Requests
When enabled, this setting allows the user to modify replenishment requests before they have been marked fulfilled or partially fulfilled.
This setting is ON by default.
Manage Bills of Materials
When enabled, this setting allows the user to create and modify BOMs for their individual use. They CANNOT modify BOMs created by someone else.
This setting is OFF by default.
Add Directory Items
When enabled, this setting allows the user to create their own Physicians, Facilities, and Procedures.
This setting is ON by default.
View Contract Prices
When enabled, this setting allows the user to VIEW existing contract prices. They will NOT be allowed to modify those prices.
This setting is OFF by default.
Invite or Create New Users
This setting allows the user to add or invite new users to your account. This requires available licenses to be consumed.
This setting is ON by default.
Manage Existing Users
This setting allows this user to edit, modify, or deactivate existing users in your account. They cannot modify Admin users, but they CAN edit Operations users.
This setting is ON by default.
View Commissions
This setting allows the user to view the commission rates of assigned users.
This setting is OFF by default.
View Looker Reports / Visualizations
This setting allows the user to VIEW Looker (BI) reports and visualizations.
This setting is ON by default.
Quick Transfer
This setting allows the user to transfer, add, and use inventory in the possession of the selected users. You must select existing users in the system for this to work.
This setting is ON by default with no users selected.
Sales Users Role Settings
Modify Prices
This setting allows the user to modify ANY device price in an event, even for items with contract prices loaded.
This setting is OFF by default.
Require Patient Stickers
When turned on, the setting requires the user to upload a patient sticker image BEFORE they can submit an event for billing.
This setting is OFF by default.
Require Device Labels
When turned on, the setting requires the user to upload device label images BEFORE they can submit an event for billing.
This setting is OFF by default.
Modify Replenishment Requests
When enabled, this setting allows the user to modify replenishment requests before they have been marked fulfilled or partially fulfilled.
This setting is OFF by default.
Manage Bills of Materials
When enabled, this setting allows the user to create and modify BOMs for their individual use. They CANNOT modify BOMs created by someone else.
This setting is OFF by default.
Add Directory Items
When enabled, this setting allows the user to create their own Physicians, Facilities, and Procedures.
This setting is OFF by default.
View Contract Prices
When enabled, this setting allows the user to VIEW existing contract prices. They will NOT be allowed to modify those prices.
This setting is OFF by default.
Quick Transfer
This setting allows the user to transfer, add, and use inventory in the possession of the selected users. You must select existing users in the system for this to work.
This setting is OFF by default.
Facility Managers Role Settings
Modify Prices
This setting allows the user to modify ANY device price in an event, even for items with contract prices loaded.
This setting is OFF by default.
Require Patient Stickers
When turned on, the setting requires the user to upload a patient sticker image BEFORE they can submit an event for billing.
This setting is ON by default.
Require Device Labels
When turned on, the setting requires the user to upload device label images BEFORE they can submit an event for billing.
This setting is OFF by default.
Create Shipping Labels
When enabled, this setting allows this user to use the organization's shipping account to generate shipping labels to ship stocking orders and transfers. Note: This requires a Shippo shipping account managed by your organization.
This setting is OFF by default.
Modify Replenishment Requests
When enabled, this setting allows the user to modify replenishment requests before they have been marked fulfilled or partially fulfilled.
This setting is ON by default.
Manage Bills of Materials
When enabled, this setting allows the user to create and modify BOMs for their individual use. They CANNOT modify BOMs created by someone else.
This setting is OFF by default.
Add Directory Items
When enabled, this setting allows the user to create their own Physicians, Facilities, and Procedures.
This setting is ON by default.
View Contract Prices
When enabled, this setting allows the user to VIEW existing contract prices. They will NOT be allowed to modify those prices.
This setting is ON by default.
Quick Transfer
This setting allows the user to transfer, add, and use inventory in the possession of the selected users. You must select existing users in the system for this to work.
This setting is ON by default.
Facility-level Settings
International
This setting allows you to designate and track the facility as “international.” This setting is OFF by default.
Send PO Reminders
When turned on, this setting automatically sends weekly PO reminder emails to the default contact at this facility. This setting is OFF by default.
Make default email for Sales Orders
In the “Billing Information” section, when turned on, this setting will make the billing contact the default email address for Sales Orders sent through Beacon.
Note: that only one contact can be defined as the default.
This setting is OFF by default.
Make default email for Invoices
In the “Billing Information” section, when turned on, this setting will make the billing contact the default email address for Invoices sent through Beacon.
Note: that only one contact can be defined as the default.
This setting is OFF by default.
Use Alternate Catalog #s on billing documentation
If alternate catalog #s are available on this facility's price lists, turning this setting on will display them on sales orders and invoices. This is not common.
This setting is OFF by default.
Credit Hold
When turned on, users will not be allowed to create events or mark devices at this facility until the credit hold is removed/turned off. This includes ALL user roles.
This setting is OFF by default and should only be turned on when needed.
Facility Contract Complete
This setting is verification that the facility has a completed contract in place. It also allows for a contract renewal/expiration date to be set.
This setting is OFF by default and should only be turned on when needed.
Make default email for Sales Orders
In the “Primary & Additional Contacts” section, when turned on, this setting will make the associated contact the default email address for Sales Orders sent through Beacon.
Note: that only one contact can be defined as the default.
This setting is OFF by default.
Make default email for Invoices
In the “Primary & Additional Contacts” section, when turned on, this setting will make the associated contact the default email address for Invoices sent through Beacon.
Note: that only one contact can be defined as the default.
This setting is OFF by default.