Creating New Beacon Users

Document created by cwilson@pharos.com on May 12, 2014Last modified by cwilson@pharos.com on Apr 7, 2015
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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.

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