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Go to (press G then…)

  • Dashboard G D
  • Leads G L
  • Customers G C
  • Contacts (peOple) G O
  • Projects G P
  • Tasks G T
  • Marketing campaigns G M
  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
  • Suppliers G U
  • Purchase orders G E
  • Competitors G V
  • Reports G R
  • Activity G A
  • Chat G H
  • Inbox G N
  • Products G B
  • Organisation settings (Gear) G G
  • Help centre (Wiki) G W

Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

On the current page

  • New N
  • Edit E
  • Focus search /

Within a list

  • Next / previous row J / K
  • Open focused row Enter
  • Toggle select on row X

General

  • Global search (all records) ⌘K
  • Open this cheat sheet ?
  • Close dialog / clear chord Esc
Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 35

Membership guide

Team

Members, roles, invitations

The Team area shows everyone with access to the current organisation. Each workspace has its own member list, pending invitations, and role assignments.

Inviting members

Admins can open Invite member, enter an email address, choose a role, and send a secure registration link. If the person is already in the app, they can be added straight to the organisation.

Roles and controls

The team list shows who is an Admin (full control, including settings and billing), an Agent (can create and edit CRM records), or a Viewer (read-only), plus pending invitations awaiting acceptance. Admins can change roles and remove members, with extra protection around the original founder account and last-admin scenarios.

Section access (per member)

Roles control what a member can do; section access controls which areas they can see at all. Each member has a row of toggles for the departmental sections — Invoicing, Projects, Reports, Leads, Campaigns, Tasks, Customers, Procurement and Competitors. Every section is on by default; un-tick one to hide it for that person. A switched-off section disappears from their sidebar, its pages redirect away if reached by direct link, and its tiles drop off the dashboard and reports — so, for example, you can make invoicing genuinely unreachable for a specific member.

A team member row with role and remove controls above a Section access row of checkboxes for Invoicing, Projects, Reports, Leads, Campaigns, Tasks and Customers

The founder is protected

The original founder account has no section toggles — no admin (or anyone) can restrict the founder's access. Team and Settings are never toggleable either, so nobody can lock themselves or each other out of member management.

Set it before they join

You can also choose section access on the Invite member form, so a new member lands with the right areas already hidden the moment they accept — no need to adjust the toggles afterwards.