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At the top of each page in the Beegle app the following header will be visible.  The buttons and details available include: Beegle logo: Clicking this will always take you to the list of clients for your organisation.  User guides: Opens user guides in ...

When viewing a client group, there will be a navigation bar on the left of the screen, as shown below.  Collapse: This button toggles the nav bar between expanded and collapsed, providing more screen space if needed.  Client group: Name of the cl...

When viewing a client group, an agenda popover is available from any view within the client group. The popover is accessed from the right of the screen by clicking the icon. Clicking the button will show the following popover.  Close: Clickin...

The first step after creating an account with Beegle, is to ensure your organisation and business details are correctly set up. Navigate to the 'Settings' page by clicking the icon. Work through each of the following, in order, updating details as required: ...

After setting up your organisation details, proceed to invite your staff to Beegle by clicking the icon and then selecting 'Users'.  Once on the Users page, the 'New User' button at the top of the screen can be clicked to create a user. The process of adding...

Add your payment and billing details by clicking the  icon and then selecting 'Billing & Subscriptions'. At the top of the page, there is a button to 'Manage Payment Methods'.  This will take you to a Stripe (payment processing provider) page where you can ma...

After adding business, user, and billing details you can start adding your clients by clicking the Beegle logo, then the 'New client group' button.  When a client group is first created, they will be in read only mode, preventing you from adding or editing ...

Granting Administration Privileges In Beegle, the role allocated to a user does not impact what parts of Beegle and features they have access to. This is managed by the administration privileges which can be turned on or off for each user, per the following v...

Only users with administration privileges are able to add users. Adding a User Navigate to the 'Users' page.  Click the 'New user' button.  Complete the user's details.  The new user will sent an invite to join Beegle.  After step 3 you will be on a pa...

Only users with administration privileges are able to add users. Navigate to the 'Users' page.  Find the user that needs to be deleted.  Click 'Show this user'.  Click 'Destroy this user' If anything is preventing the user from being deleted an error me...

Forgotten password If a user forgets their password, they can follow the instructions and options on the Beegle login page, selecting the appropriate option immediately below the username and password fields. For security reasons, we will not detail the exact...

Beegle allows organisations to control which client groups each user has access to. This is to cater for conflicts of interest or privacy requirements, for example where a staff member is a client or different advisers serving a couple going through divorce.  ...