Template Centre Access Levels & User Roles

Overview

Access to the Template Centre depends on your organisation’s specific setup and your assigned role. To ensure smooth workflow management, Beam Notes features two primary user roles with distinct capabilities.

User Roles and Permissions

1. Template Centre Managers (Full Access)

Often the Project Manager or a designated administrator, users with this role can oversee the entire template library.

• Request New Templates: Design and submit brand-new formats from scratch.

• Suggest Changes: Propose edits and iterations to any existing templates within their organisation.

2. Team Managers (Partial Access)

Depending on your organisation's configuration, Team Managers have partial access focused on refining current workflows.

• Suggest Changes: Propose edits to the specific templates already used by their team.

⚠️ Note: Team Managers generally cannot request brand-new templates; their focus is on optimising the tools and templates that are already in use.