Managing Workspace Users
Beam works best when it’s used with teammates. In this tutorial we’ll show you how you can manage your workspace users so that everyone on your team has the access they need.
Accessing User Management Settings
User Management settings can be found in the configuration menu of your Beam workspace. To access the configuration menu, click on Configuration in the navigation menu
Once on the configuration page, click on User Management from the menu options:
Inside the User Management configuration page, you will be presented with three tabs. Current Users, Invitations and Groups
Inside the Current Users tab you will see all of the users that have access to your Beam account, along with their email addresses, which group they belong to, who invited them, and what role they have assigned.
Along with a search bar and a button to invite additional users.
Inviting Users
To add additional users, click on the ‘Invite User’ button.
A prompt will appear requesting the new user’s email address, role that will be assigned to them, and their user group.
After filling in the required information, click the Add button. An email will be sent to the user with a unique link where they can accept the invitation and set their password.
Managing Existing Users
Inside the ‘Current Users’ tab, you can edit a user’s account information and disable it, if you have the required permissions.
To edit user information and access, click on the three dotted button, a prompt will appear with the options to ‘Edit user’ or ‘Deactivate’ it
Clicking on Edit user you will be presented with a modal where you can see and edit the account information. There you can make the changes as needed, then click the ‘Save’ button at the bottom right of the modal.
Clicking on the ‘Deactivate’ button will remove their access to the Beam account.
