How to assign roles and permissions?

Managing teams

For more about how to manage your team members, refer to How to invite team members, and How to delete a team member.

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 define 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 and then to Team. Manage your team now!

How to manage and assign roles

When inviting a team member

1. Select Settings > Team from the sidebar, enter an email address and select a role for that user from the dropdown menu.

   

2. Click Invite User. An email with an invite link will be sent to that address and the user and role will display after they’ve been invited.
   

For current team members

1. Select Settings > Team from the sidebar.

2. Select a different role from the dropdown menu for the user you want to change.

    

How to manage permissions

Permissions define the ability to perform certain actions or use specific features. You can enable or disable permissions for each role.

1. Select Settings > Team from the sidebar.

2. In the Roles section, locate the role you want to manage and click Edit.

   

3. Use the toggle switch to enable or disable each permission you want that role to have or not have.

   

4. Click Save.

Enabling individual permissions

Within each role, you can enable or disable specific permissions. Some permissions provide the ability to edit, delete, or manage specific elements while other permissions provide access to specific components of Beamer - for example, NPS, API, Inbox, etc.

In each role, you can modify permissions for:

• 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

If you can't see Settings > Team

Managing your team is itself a permission. The Manage team and Manage roles permissions control access to Settings > Team, so if your role doesn't have them, the page isn't available to you — which also means you can't grant yourself the access you're missing.

Ask an Administrator on your account to either change your role or enable those permissions for the role you're on.

Nobody left on the account has admin access

This usually happens when the person who set up the account leaves the company. Because the Administrator role can't be reassigned by someone without it, this one needs us.

Email us at support@getbeamer.com from the address that should become the Administrator, and include:

• Your Product ID (shown in the top bar of your dashboard).

• What happened to the previous Administrator.

CC your current Administrator if they're still with the company. If they've already left, just let us know and we'll take it from there.

On the Free plan the account holds a single user, so there's no second seat to make an Administrator. In that case the handover means transferring the existing seat rather than adding another user alongside it. Tell us that's your situation when you write in and we'll handle it that way.

Appearance and CSS: plan requirements

The Edit appearance and Edit CSS permissions above control which roles can change these settings. Separately, the features themselves are gated by your Beamer plan:

• Appearance customization is available on Starter plans and above.

• Custom CSS is available on Pro plans and above.

This means a role can have the Edit CSS permission enabled and still not see the option if the account isn’t on a Pro plan — the plan requirement applies on top of the role permission.