Project Administrator and Leads
- Beam Notes: User Management
- Guide to Organisation Admin Functionality
- Knowledge Base 📚
- Populating Your Organisation Hierarchy Sheet
- Setting Up Your Organisational Hierarchy
- Sharing Beam Notes
Getting started
- What is Beam Notes?
- When to use Beam Notes
- What is Beam Notes - printout
- Beam Notes Training
- How to Log in to your Beam Account
- Setting up SSO for Beam Notes with Microsoft Entra ID
Recordings
- How to Record a Beam Note
- How to Record a Beam Note from Your Phone: A Step-by-Step Guide
- How to save, pause, cancel and add more audio
- How to record online meetings on Beam Notes
- Using Beam Notes Offline
- How to Upload an Audio File to Beam Notes: A Step-by-Step Guide
Editing
- Prompts for Children's Services / Education
- What are templates and how do I view/change them in Beam Notes? (Recordings) 📑
- Tracking the progress of a Template Request
- How to edit your Beam Notes
- Prompts & The Chat Bot in Beam Notes 💬
- Beam Notes: Your Prompts
Reports
Managers
FAQs & Troubleshooting
- What happens to deleted Notes? 🗑️
- What to do if my Note is stuck 'drafting
- Magic Notes is becoming Beam Notes
- CEO Blog Post: Beaming in the AI Era
- Beam’s Privacy Policy for Beam Notes Users
- Joining a 1:1? How to share your screen in Microsoft Teams