Beacon has a lot to offer, but getting started it can be helpful to get an idea of what sorts of things you'll be able to do in your Beacon account. This article will detail what functionality is available to each user.
Generally you can think about user activity in the following buckets:
Sales Users - Can do everything that involves actually selling inventory that pertains to their user account. So they can enter their cases, modify their inventory, transfer their trays, etc.
Distributor Users - Can do everything a sales user can do, but for themselves AND their associated sales users in their distributor groups. Distributors also have access to a few other features such as user management and reporting, pertaining to their distributor group only.
Operations Users - These users act on behalf of the Organization and do not hold inventory in their own custody. They can act on behalf of all sales reps and distributors, and can edit most areas of the system, depending on their user settings. Think of these as the back-office users at the manufacturer who are in charge of all details, settings, and activity and may take action on behalf of any user.
Regional Manager - A managerial role only, the regional manager may view sales and inventory data within their Region only.
Facility Manager - Similar to a Sales User, but assigned to specific facilities. They may create cases and manage inventory for themselves only, and may transfer inventory to users also assigned to their facilities. For more information, check out this article.
Admin Users - The admin users have all abilities and controls within the system and can set User settings for all other users, except other Admin users. Admin users may promote operations users to Admin users.
Primary Admin Users - This is the top level permission and the user has control over all other users and their settings. Every account must have one Primary Admin.
The following table will provide a detailed reference tool for what user roles have various permissions:
Key |
Allowed |
Configurable |
Not Allowed |
Function | Admins | Operations | Distributor | Sales | Regional Mgr | Facility Mgr |
Web Console |
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Mobile App |
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Artificial Intelligence Features |
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Possess Inventory |
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Create Events and Make Sales |
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Bill for Cases |
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View Event Details |
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Reporting |
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Create Preference Cards |
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Create Bills of Materials |
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Create Inventory |
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Request Inventory |
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Supplier Inventory Request |
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Fulfill Inventory Requests |
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Transfer Inventory |
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Audit Inventory |
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Reconcile Audits |
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Create Directory Records (Facility, Physician, Procedure, Manufacturer, Preference Cards) |
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Upload Contract Pricing |
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Create Users |
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User Settings and Permissions | Not other Admins | Not Admins or other operations users |
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Organization Settings |
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