Beamible FAQs
Still need help? Here are some frequently asked questions about Beamible.
By Gill and 1 other2 authors110 articles
- How do I log in to my Beamible account?
- Who can invite new members to an account?
- Inviting team members
- What is the difference between 'adding' a person and 'inviting' them?
- Can I add someone into my Organisation without inviting them?
- What does it mean if someone is 'unregistered'?
- How do I update my password?
- How do I reset my password?
- How can I import my organisation’s data into Beamible?
- Someone has left the organisation - how do I delete them from the platform?
- Managing and deleting team members
- How can People & Culture or HR teams use Beamible?
- How can I invite unregistered Beamible users?
- How do I go about communicating with my team to set us up for success?
- What is an 'activity'?
- How often should I be using Beamible?
- How important is accuracy with the hours and activities for my individual role?
- Should I just enter the maximum hours I do?
- What’s the best way for us to use a common language for the types of activities we do as a team?
- How can Beamible help me design roles with more flexibility?
- How do I use Beamible for scenario planning?
- Where does the individual role information come from?
- Is Beamible a time management tool?
- What is the best way to use Beamible for small teams (i.e. 1 direct report)?
- How can I use Beamible to make my work more sustainable?
- What if the workload for the whole team has spiked?
- How do I create a private Team Design?
- What’s is viewable and what’s private in Beamible?
- How do I share a private draft Team Design?
- How is ‘share’ different to ‘invite’?
- How do I add tags to my work activities?
- How do I view all of my 'tags' for my role/s?
- New Navigation & Editing Table Features
- How do I update my profile?
- How are member profiles updated?
- What is FTE?
- What is the difference between a member profile FTE and role FTE?
- How can I update my FTE?
- What does Budget refer to?
- What does Salary refer to?
- What is the difference between Budget and Salary?
- Is Salary and Budget data encrypted?
- What is the difference between a role Budget and a person’s salary?
- How do I add a member’s salary?
- How do I populate a role's Budget data?
- How do I populate member Salary data?
- How can I see the total Budget for a team?
- How can I see my team's role budgets?
- What happens if I edit a member’s salary in the team?
- How can I view the Budget and FTE for a specific tag?
- Who can edit Salary and Budget data?
- How can I view Budget data for a team?
- How do I add in the amount of time I spend on each activity?
- How do I add or delete activities in my role?
- How do I assign a team member to a role?
- How do I duplicate a role in a team?
- How do I add or delete a role in a team?
- What are team templates?
- How do I use team templates to set up my team?
- How do I create a team if it's not one of the team templates?
- Where do I start when entering my role-specific activities?
- Can multiple team members be editing the team at the same time?
- How do I share a Team Board?
- How do I share a private draft Teams Board?
- Can I revert to a previous version of my team?
- How can I view Budget data for a team?
- As a Manager, do I input data into my Team Board to set things up?
- How long should I be spending on entering my own individual role design?
- Someone in my team undertakes similar activities. Can I use their role as a template and make it my own?
- I have shared a Team Board with someone but they can’t see it?
- What permissions are available in Beamible?
- How can I update permissions for a member of my organisation?
- Who can edit Administrator permissions?
- What access does the Administrator permission provide?
- What access does the Budget permission provide?
- Can I make bulk permission updates?
- Who can edit Budget permissions?
- Do I need permission to update someone’s salary?
- Can I filter my data (e.g. tags or search words) in my organisation?
- HELP! I published a draft of the design view, but I now want to revert back to an original copy. Can I do this?
- How do I create my organisation design within Beamible?
- Can I view previous versions of an organisation design?
- Can people within my team collaborate on changes regarding the organisation design structure?
- How do I scenario plan using the organisation design tool?
- What are Beamible Insights?
- Who can edit 'tags'?
- I’ve filtered for tags. What are some initial team discussion points?
- What is the difference between filter types (i.e. team, role, activities and people)?
- Can I filter/search in drafts?
- Can I use the filter functionality at the org and team level?
- How do I filter by text?
- How do I filter by 'tags'?
- How do I use the Beamible filters?
- What are Beamible filters?
- Where do I start when looking for insights based on Beamible data?
- What is a 'tag'?
- What are 'Beamible Tags'?
- What are 'Custom Tags'?
- How do I delete 'tags'?
- How do I customise my organisation's list of 'tags'?
- What is the Beamible Template Library?
- What is a role template?
- Is a role template like a job description?
- How do I save a customised role template?
- How do I create a new role template?
- How do I add a Beamible role template into my Team Design?
- What does the 'enabled' toggle mean in the role template details?
- Can I delete a role template from the Beamible Template Library?
- Who can make edits to the Beamible role templates?
- Who can make edits to the Beamible Template Library?