New Manager Tooling & Template Management Updates

We’ve introduced a new set of management tools within Beam Notes to give organisations more flexibility and control over users, teams and templates.

These updates are now live for all organisations across the UK, AU, EU and US.

What’s new?

User & Team Management

Managers and admins can now manage users and teams directly within Beam Notes, reducing the need to contact Support for common account management requests.

Depending on your permissions, you may be able to:

• Add or edit users
• Add or edit teams
• View analytics for your managed teams
• Manage template access

Improved Template Management

We’ve also introduced a new template management experience to make it easier to understand, manage and request templates.

Managers can now:

• View all templates available to them and their teams
• Read short summaries and detailed descriptions for each template
• Request changes or iterations to existing templates directly within Beam Notes
• Assign template access to organisations, teams or individual users (permission dependent)

These improvements are designed to help teams more easily find the right templates and improve note consistency across organisations.

Permission Levels

Org Admin

Org Admins can:

• Add/edit all users
• Add/edit all teams
• Request new templates
• Request template changes or iterations
• Manage template permissions
• View analytics

Team Manager

Team Managers can:

• Add/edit users within their managed teams
• Add/edit managed teams
• View analytics for managed teams
• Request iterations for templates assigned to their teams

Template Centre Manager

Template Centre Managers can:

• Request new templates
• Request template iterations
• Manage template permissions

Why we’ve made these changes

These updates are designed to:

• Give organisations more autonomy
• Improve visibility around templates and permissions
• Reduce delays for common management requests
• Help teams produce more consistent, high-quality notes

We’ll continue improving these tools over time and would love to hear your feedback as you begin using them.