Managing Your Organisation, Teams, and Users

We have an easy-to-use management interface to give you greater control over your organisation. The “Manage” pages allow you to self-serve common administrative tasks, ensuring you can get the most out of Beam for your organisation and your team even quicker.

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Overview

The Manage tab in your sidebar gives Organisation Admins and People Managers self-service control over day-to-day administrative tasks. You can manage team structures, edit user permissions, and monitor activity without needing to submit a support ticket.

1. Understanding Your Dashboard & Analytics

When you open the Manage tab, you’ll find an upgraded layout designed for clear team oversight:

• Usage Analytics: Track active engagement and usage metrics across your teams.

• CSV Exports with Emails: When exporting team usage metrics, individual user email addresses are now included in the export. This makes it straightforward to identify and support team members who may need extra help getting started.

2. Quick User Management

Head to the Users tab to perform immediate user administration. Locate any user and click the three-dot menu (⋮) on the far right to access quick actions:

• Edit User Details: Update names, email addresses, or account settings.

• Promote to Manager: Elevate a standard user to a People Manager role (Organisation Admins only).

• Disable Account: Instantly deactivate accounts for departing staff to maintain security.

• Add & Bulk Upload Users: Organisation Admins can add individual users or use the CSV Bulk Upload tool for multi-user onboarding.

3. Managing Teams & Sub-Teams

Select any team from the Teams tab to view and manage its structure. Each team dashboard is organised into four dedicated operational tabs:

Tab	What You Can Do
Members	View the full roster of users currently assigned to this team.
Managers	View active managers and assign new administrative oversight directly.
Sub-teams	Quickly inspect, jump to, or re-categorise nested teams sitting under this parent team.
Settings	Update team metadata instantly, including team name and visibility status.

4. Organising Team Structure

You can adjust your organisational layout in real time:

• Edit Parent Teams: Update primary team details and settings immediately.

• Structure Flexibility: Drag, drop, or re-categorise teams and sub-teams to match real-world organisational changes.

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Need more help? Get in contact by emailing us:

• UK and EU: [e-mail]
• US: [e-mail]
• AU: [e-mail]