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Storing Account Numbers
Although Beegle has stringent data storage and app access policies, users can further protect cli...
4. Add client groups
After adding business, user, and billing details you can start adding your clients by clicking th...
Client Group Naming
Beegle recommends adopting a naming convention for client groups. This will make it easier for us...
Client Group Access
Beegle allows organisations to control which client groups each user has access to. This is to ca...
Forgot Login Details
Forgotten password If a user forgets their password, they can follow the instructions and option...
Delete a User
Only users with administration privileges are able to add users. Navigate to the 'Users' page....
Add a New User
Only users with administration privileges are able to add users. Adding a User Navigate to th...
Accessing Users
A list of users can be access by following the below steps. Although all users are visible to eac...
Administration Privileges
Granting Administration Privileges In Beegle, the role allocated to a user does not impact what ...
Managing Subscriptions
Following are the details to manage your organisation's client group subscriptions. Only users ...
Subscription Model
Beegle charges a monthly subscription for each active client group. Following are the details of ...
Nav Bar
When viewing a client group, there will be a navigation bar on the left of the screen, as shown b...
View Invoices
Invoices can be viewed at on the 'Billing & Subscriptions' page within Beegle, or on your Stripe ...
Manage Payment Details
Following are the details for managing payment details for an organisation. Only users with adm...
What happens if I delete a client group inside their commitment period?
When deleting a client group, which is still within the commitment period, all underlying data wi...
My licensee details are incorrect
Licensee details are managed by Beegle. If you notice your licensee details are incorrect or out ...
My licensee is not listed
Licensee details are managed by Beegle. If your licensee is not on the list of options available:...
3. Payment details
Add your payment and billing details by clicking the icon and then selecting 'Billing & Subscrip...
2. Add users
After setting up your organisation details, proceed to invite your staff to Beegle by clicking th...
Agenda Popover
When viewing a client group, an agenda popover is available from any view within the client group...