User Memberships Management in Beelocity

This document provides a comprehensive guide to managing user memberships within the Beelocity platform. User memberships establish the relationship between user accounts and companies, allowing a single user account to be associated with one or more companies, with each membership specifying one or more roles within a company (one membership per company). Memberships are managed from the user account page, providing a clear and organized way to handle a user’s affiliations and assigned roles across multiple companies.

To locate and manage memberships for a specific user account in Beelocity, follow these steps:

Navigate to the sidebar on the left side of the Beelocity interface.
Locate and click on Identity and Access to expand the menu.
Select the User Accounts sub-item to access the User Accounts management page.
In the data table, find the desired user account and click on the ID cell to visit the user’s detailed page.
On the user account page, locate the Memberships tab to view and manage the memberships specific to that user account.

This section serves as the central hub for all membership-related operations for the selected user account.

Creating a User Membership

To add a new membership for a user account in Beelocity:

Access the Memberships section from the specific user account’s page as described above.
Click the Add button, typically located at the top-right corner of the Memberships section.
You will be redirected to a new page with a form to enter membership details.
Fill in the required fields:
- Company: Select the company from a dropdown list of available companies.
- Job Title: Enter the user’s job title for their role within the selected company.
Verify that all entered information is accurate.
Click Submit to create the membership. The new membership will now appear in the Memberships data table for the selected user account.

Note: A user can have only one membership per company, but each membership can have one or more roles assigned to it, as described in the Assigning Roles to a Membership section.

Updating a User Membership

To modify existing membership information:

Navigate to the Memberships section on the specific user account’s page.
Locate the data table displaying all memberships for the user account.
Identify the membership you wish to update and click on the specific cell containing the Job Title field.
Make the necessary changes directly in the cell.
Press Enter to save the updates. The table will reflect the modified information immediately.

Note: The company field cannot be updated directly. To change the company associated with a membership, delete the existing membership and create a new one with the correct company.

Visiting a User Membership Page

To view detailed information about a specific membership:

Navigate to the Memberships section on the specific user account’s page.
Locate the data table displaying all memberships for the user account.
Identify the membership you wish to visit and click on the ID cell of the corresponding row.
You will be redirected to the detailed membership page, which provides comprehensive information about the selected membership, including the associated company, job title, and assigned roles.

Assigning Roles to a Membership

To assign one or more roles to a user’s membership within a company:

Navigate to the Memberships section on the specific user account’s page.
Locate the data table displaying all memberships for the user account.
Identify the membership you wish to assign roles to and click on the ID cell to visit the detailed membership page.
On the membership page, find the Roles tab.
Select a Role from the roles dropdown.
Click the Add button to assign the selected role to the membership.
To remove a role, select the role from the membership’s Roles section and click Delete, then confirm the action.

Note: Roles are company-specific and must be defined within the company before they can be assigned to a membership. Refer to the Roles Management documentation for details on creating and managing roles.

Deleting a User Membership

To remove a membership from a user account in Beelocity:

Access the Memberships section from the specific user account’s page.
In the data table, locate the membership you wish to delete.
Select the membership by clicking the corresponding row or checkbox.
Click the Delete button, typically found at the top of the table or within a context menu.
Confirm the deletion when prompted to permanently remove the membership from the user account’s records.

Warning: Deleting a membership is irreversible and will remove the user’s association with the specified company, including all assigned roles. Ensure the membership is no longer needed before proceeding.

Best Practices

Accurate Membership Mapping: Ensure that each membership accurately reflects the user’s role within the selected company by choosing the appropriate company and job title.
Role Assignments: Assign roles that align with the user’s responsibilities within the company to ensure proper access control.
Clear Job Titles: Use descriptive and consistent job titles to facilitate easy identification of a user’s role within each company.
Regular Review: Periodically review memberships and their assigned roles for each user account to ensure they remain relevant and aligned with organizational needs.
Confirm Deletions: Double-check before deleting a membership to prevent unintended removal of a user’s company affiliation and associated roles.
Access Control: Restrict membership and role management permissions to authorized users to maintain security and data integrity.

For additional support or questions about managing user memberships in Beelocity, contact our support team through the Help section in the platform.

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