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How to Add a New BEACONNECT User

As a Key Contact, you can manage users in BEACONNECT.

1. Click Manage Users in the top menu.
 
2. Click Create New User.
 
3. Enter user information.          
 
Required fields are indicated by an asterisk(*):
    • User Type: Defaults to your Agency User Type.
    • Master Organization: Your Master Organization displays.
      Note: Refer to the Organizations and Subscriptions help topic for details about business relationships.
    • User Organization:  A list of user organizations displays if they exist for your Master Organization and if you have permission to view them.
    • Subscriptions:  A list of User Organizations displays if they exist for the User Organization selected. You can click the available subscriptions and the right arrow key to give this user permission to view that User Organization's information.
    • *Additional Roles: Optionally, select one or more than one role for this user. See the list of available roles on this page.
    • *First Name and *Last Name
    • *Username: Defaults to the first initial of first name and the last name. The username can be changed to accommodate the user organization's naming conventions. The username can contain letters, numbers, a period, dash, or an underscore. A username must be unique.
    • Title: The user's title.
    • *Business Phone: Enter the number in (999)999-9999 format.
    • Cell Phone: Enter if available in same business phone format.
    • *Email: Must be valid with the At @ sign and a period before the end extension and must not exceed 60 characters.
    • Fax Number: Enter if available in the business phone format.
4. Click Submit to add the user.