Creating New Beacon Users

Version 5

    To create a user, you must be signed in as an End User Administrator.

     

    1. Select Account Profile > System Users.
    2. Click Create to open the Create System User dialog box.
    3. Enter the following required fields: Name, Email Address, and Role Name. Refer to the table below for descriptions of each field.
    4. Click Save when you're done. A new user will be added to the System Users list.

     

    After you create a user, the next step is to invite the user to the Beacon system. Newly created users will not be able to log in to the Beacon system until he or she is invited.

     

     

    FIELD NAME

    DESCRIPTION

    Name

    The name of the user. This is a required field.

    Email Address

    The user's email address. An invitation to log in to Beacon will be sent to this email address. The user will be asked to set a password to activate their account. This is a required field.

    Role Name

    Access to Beacon is based on the roles that are assigned to users. From the drop-down list, select the appropriate role for the new user. For more information, see Assign User Roles. This is a required field.

    Title

    The user’s title.

    Address

    The user's address. This information is stored as contact details if required by the Administrator.

    City

    The city in which the user is located.

    State

    The state in which the user is located.

    Zip Code

    The zip code associated with the user's address.

    Phone Number

    The user’s telephone number.