24 September 2026
Updated 24 September 2026 · Beech Product Education Team
How to assign Admin, Manager, and Contributor roles safely without overexposing finance, billing, or project controls.
Intent: Prevent permission sprawl by mapping real responsibilities to the right Beech role boundaries.
Who this helps: Admins and operations owners defining least-privilege access standards.
Role assignment is one of the highest-impact setup choices because it controls data visibility, operational authority, and billing ownership.
Map real responsibilities to Beech roles
Use Admin for firm-level governance and billing ownership, Manager for project planning and coordination, and Contributor for execution. Avoid giving Admin rights purely for convenience.
Review roles regularly
Schedule a monthly review for departures, project handoffs, and temporary escalations that should be removed after launch periods.
Prerequisites
- Confirm you can access the project and the page referenced in this workflow.
- Collect any drawing references, due dates, and ownership details before you start.
Expected outcome
By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.
Common mistakes and prevention
Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.
Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.
Troubleshooting checklist
- 1Troubleshooting step 1
If a control is missing, verify your role has permission for the action.
- 2Troubleshooting step 2
If results look wrong, check filters and refresh to confirm latest synced data.
Full reference: Roles and permissions in the user guide
Related guides: Security controls for admins · Exporting data for audit or handover · External users access control playbook