Manager Guide: Tracking Team Adoption

As a Manager or Org Admin, you have full control over how your team uses Beam Notes. This guide covers how to monitor engagement and manage your team members directly.

1. Tracking Team Adoption

To understand how your team is adopting Beam Notes, navigate to your Analytics Dashboard.

• Identify Active Users: View a list of team members and their last active date.
• Spot Engagement Gaps: You can filter for users who have not created or edited a note in the past 7 days.
• Send a Nudge: If someone is inactive, click the "Nudge" button. The system will send a friendly email asking if they need help getting started.
• Note: Users appear in this list only after their first login/note creation.

Key:

• Active = Created a Beam Note within the past 7 days
• Inactive = Has never logged in or created a Beam Note
• Logged in = Has logged in but has never created a Beam Note
• Dormant = Has not created a Beam Note for 4+ weeks

2. Self-Serve Team Management (New!)

As of April 2026, you no longer need to contact Support for standard administrative tasks. You can manage your team in real-time within your Scoped Management area.

If enabled for your organisation, you can now directly:

• Add/Invite New Users: Instantly grant access to new hires.
• Remove Users: Offboard team members to free up seats.
• Organize Teams: Group users into specific teams for cleaner reporting.
• Assign Roles: Promote others to Manager or Admin roles within your organisation.

3. Viewing Shared Team Notes

To maintain user privacy, you cannot see note content by default. If a team member needs you to review a specific transcript:

1. Request a URL: Have the user share the unique note link with you.
2. Permission Check: You must have the ‘Supervise Notes’ product enabled on your profile to open shared links.

4. When to Contact Support

Support intervention is now only required for:

• Complex Edge Cases: Custom organisational structures.
• Technical Bugs: Receiving error messages during self-serve actions.
• Scope Issues: Needing to manage users outside your specific organisation.