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Everything you need to know about getting started with Beamer

How to assign roles and permissions? 

If you want to know more about how to manage your team members, you can learn about how to invite team members here, and how to delete a team member here.

What are roles and permissions?

In Beamer you can collaborate as a team with multiple users in a single account. Each team member has a role, and each role has multiple permissions.

  • Roles. Roles are profiles that include a series of permissions. All users have an assigned role.
  • Permissions. Permissions are the ability to perform certain actions or use specific features. You can enable or disable permissions for each role.

To manage your team go to Settings settings and then to Team (group). Manage your team now!

How to manage and assign roles?

When inviting a team member.

  1. While inviting a team member in Settings > Team, select a role for that user in the dropdown at the right.
    Beamer role invite
  2. Click in Invite. An email with an invite link will be sent to that address.
  3. The invited user will join the team with the assigned role.
  4. Don’t forget to save your changes.

For current team members.

  1. Go to Settings > Team and look in the user list for the team member whose role you want to change.
  2. Change the current role by selecting a new one in the dropdown at the right.
    Beamer role setting dropdownBeamer role setting dropdown active
  3. Don’t forget to save your changes.
  4. Congratulations! The selected user will have a new role.

How to manage permissions?

  1. Go to Settings > Team and scroll to the Roles section.
    Beamer team settings
  2. Select the role you want to manage and click on the Edit button.
    Beamer role settings edit
  3. Enable or disable the permissions you want that role to have or not have. If the switch is green and in the right position (toggle_on), that means the permission is enabled for that role.
    Beamer role settings switches
  4. Don’t forget to save your changes.

You can enable/disable the following permissions:

  • Create posts; Publish posts; Edit posts; Delete posts; Archive posts
  • Manage team; Manage roles
  • Edit product info
  • Edit appearance; Edit CSS
  • Edit languages
  • Manage billing
  • Analytics; Embed; Feedback
  • Users / Segmentation
  • NPS (if enabled)
  • API
  • Integrations.

Your Data Security and Privacy is our Priority.

At Beamer, we care about our customers’ data and this is how we protect it.

Read our Terms of Service

vpn_key Data Ownership

Your account and data belongs to you and will not be sold in any case. We can delete your account and data upon your request. Learn more chevron_right

lock Encryption

Beamer data is encrypted in transit (advanced TLS protocols and 2,048-bit keys or better) and at rest (using AES 256 encryption with integrity).

dns Access

Customer data is always backed up and uptime is over 99.9%.

workspace_premium GDPR

Beamer is GDPR Compliant and has the Data Processing Agreements in place. Learn more chevron_right

bug_report Penetration testing

Third party network, application and physical security tests are conducted regularly. Learn more chevron_right

Keep your users in the know!