Users & Permissions

Roles, inviting users, and switching organizations

Beam uses a role-based access control system to manage what each user can see and do in the app. This guide covers how to view users, invite new team members, understand roles, and switch between organizations.


Viewing users

To see who has access to your organization, go to the Users section in the app. You will see a list of all users with their name, email address, and assigned role.


Inviting users (Admin)

Administrators can invite new users to join the organization:

  1. Enter the new user's email address.
  2. Select the role you want to assign to them.
  3. Send the invitation. The user will receive an email with login credentials.
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Invited users receive a temporary password by email. They will be prompted to set a new password on their first sign-in.

User roles

Beam defines four user roles, each with different levels of access:

User

  • View and search items.
  • Scan items using RFID or barcode.
  • Pick and pack orders.
  • Participate in Stock Takes.
  • View locations.

Superuser

Everything a User can do, plus:

  • Create and edit items.
  • Create and edit orders.
  • Create and manage Stock Takes.
  • Create and edit locations.

Admin

Everything a Superuser can do, plus:

  • Manage users (invite, change roles, remove).
  • Access and modify organization settings.
  • Manage connected devices.
  • Configure EPC settings and encoding.
  • Access the configuration editor.

Demo

  • View-only access to all screens.
  • Cannot create, edit, or delete any data.
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A user can have different roles in different organizations. For example, you might be an Admin in your main organization and a User in a partner organization.

Switching organizations

If you belong to more than one organization, you can switch between them without signing out:

  1. Open the organization selector in Settings or the app bar.
  2. Select the organization you want to switch to.
  3. The app reloads with the data and settings of the selected organization.

Your role and permissions will automatically adjust to match whatever role you have been assigned in the selected organization.