24 September 2026
Updated 24 September 2026 · Beech Product Education Team
A practical operating checklist for account safety, controlled sharing, and secure team lifecycle management.
Intent: Document practical security operations that can be repeated every month with minimal ambiguity.
Who this helps: Admins responsible for account governance, external sharing policy, and audit readiness.
Security in Beech is strongest when admins follow consistent habits: least-privilege roles, controlled share links, and rapid deactivation when staffing changes.
Control access at role and project level
Use the minimum role needed and restrict project membership where practical. This limits accidental data exposure during fast-moving projects.
Use expiring links for external delivery
Whenever a client or consultant does not need permanent access, set expiry and optional password protection so the link lifetime matches the business need.
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.