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A previously archived user can be restored.  Navigate to the 'Users' page.  Click 'Archived' ...

Granting Administration Privileges In Beegle, the role allocated to a user does not impact what ...

Only users with administration privileges are able to add users. Beegle does not allow deleting ...

Overview A Record Comment of Judgement is a structured note that documents advice, observations,...

Overview Every record in Beegle — accounts, goals, individuals, policies, key dates, financial s...

The integration with Retiremap allows users to import financial projections for a client group fr...

Beegle User Agreement.pdf Beegle Service Level Agreement.pdf Beegle Privacy Policy.pdf

For each active client group, Beegle provides 10GB of file storage. The allocated storage is not ...

Beegle allows organisations to control which client groups each user has access to. This is to ca...

Before being able to use an integration it needs to be enabled by a Beegle user with administrati...

Following are the details for managing payment details for an organisation.  Only users with adm...

Following are the details to manage your organisation's client group subscriptions.  Only users ...

Beegle has the capability to set up a new client group through the use of AI, reducing the time t...

Best practice is to ensure all the individuals, entities and goals for the client group are added...

A list of users can be access by following the below steps. Although all users are visible to eac...

After adding business, office, user, and billing details you can start adding your clients by cli...

After setting up your organisation details, proceed to invite your staff to Beegle by clicking th...

The first step after creating an account with Beegle, is to ensure your organisation and business...

When viewing a client group, there will be a navigation bar on the left of the screen, as shown b...

At the top of each page in the Beegle app the following header will be visible.  The buttons a...