Beam user management: roles and permissions

User designations in Beam

Beam caters to different user needs through distinct designations, found in “People” under “Workspace settings”:

• Active Members: Currently using Beam.

• Invited Members: Haven't created a profile/accepted the invite.

• Suspended Members: Temporarily blocked from accessing Beam.

• Deleted Users: Removed from Beam permanently.

Understanding user roles

Each designation corresponds to a specific role with tailored permissions:

Administrators

• Manage Beam's functionality and performance. They have full access to

  • User & Group Management

  • Billing & Settings

  • Reporting & Analytics

  • Enable/disable engagement features like check-ins and feedback.

  • Enable/disable performance features like goals and OKRs.

  • Manage apps, members, and groups.

  • Manage subscriptions and payment details.

  • Conduct performance reviews

  • Configure workspace settings and features.

Managers/Reviewers

• Oversee team members and manage workflows. They can:

  • Invite team members and manage access.

  • Access reports and analytics of their team members only.

Members

• Individual users have limited access. They can only see information (goals, updates, performance, and reviews) assigned to them.