To use Beanworks your team members need to be added as users in your account.


  • You need to be a system admin to be able to create users.


STEP 1: Go to Settings --> General --> User Management

Select 'Create Users'

STEP 2: Add users details

  • First Name: Enter the first name of the user.

  • Last Name: Enter the last name of the user.

  • Email Address: Enter the email address. This will be the username required for login. All notifications will be sent to this email address.

  • Confirm Email Address: Confirm the email address.

  • Auto Capture Email : Will be created automatically

  • Manual Capture Email : Will be created automatically.

  • Email Aliases: To forward the daily notification emails (and user productivity emails for system administrators) to the email alias entered here. 

  • Roles: You can assign different roles to the users based on the features and workflow tabs you want to give them access to.

  • Home Org Unit : This is the default organizational unit of the user. You can give the user access to other OrgUnits once you select their Home Org Unit.

  • Additional Org Units: You can give the user access to other organizational units by adding them here.

  • Select 'Save'.


You can edit a user profile by clicking on the pencil icon against the user name.


You can deactivate a user by unchecking the active checkbox.

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