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Your company’s admins add and manage users on Settings → Users & permissions. You can also open it from your account menu. If you are not an admin, the page shows only your own row and tells you to ask an admin on your team. This guide covers the Company users tab. Linking each user’s Slack and HubSpot accounts has its own guide: Linked accounts.

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Invite a user

1

Choose Invite user

On the Company users tab, choose Invite user.
2

Enter their work email address

Use the address they will sign in with. If Beacon has already found this person in Slack or HubSpot, they are listed under the address box. Pick one to fill the address in.
3

Choose their role

Every user has one role. See Roles and areas below.
4

Send the invitation

Choose Send invitation. Their row appears with the status Invited.

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What happens next

  • Beacon sends one email invitation, and it names your company.
  • Nothing is shared until they accept.
  • When they accept, they set up their sign-in with their first name, last name and a password.
  • They join in the role you chose the first time they open Beacon. Their status changes to Active.
  • The role is only applied if the person who invited them is still an admin at that moment.
Open the invitation in a private window, or in a browser where nobody is signed in to Beacon. A browser that is already signed in to Beacon skips the sign-up step.

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Roles and areas

The Roles tab, on the same page, shows each role and what it can open, page by page. Roles are fixed by Beacon. You can see them, but not edit them.
  • Leadership sees the whole company.
  • A Domain lead has one area and sees the figures for that area.
Admins add and remove users and change roles. Being an admin does not let anyone see more data.

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Resend or withdraw an invitation

Open the invited person’s row.
  • Resend invitation sends the invitation email again.
  • Withdraw invitation cancels it. Nothing was shared.

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Change a role

Open the user’s row and choose Change role. The new role applies straight away.

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Remove a user

Open the user’s row and choose Remove user. Their access ends straight away.

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What Beacon will not let anyone do

The page refuses these, and says why in a sentence: Only your admins change who can do what. Beacon never changes it on its own.

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One person, one email address

Each user is one person with one email address. Invite people at the address they will sign in with. That is also the address Beacon looks for when it matches their Slack and HubSpot accounts.

Linked accounts

How Beacon links each user’s Slack and HubSpot accounts, and what waits for you.

Use the Connections page

Connect the tools Beacon finds your colleagues in.