User Resources

User Registry

Responders who will be creating Case Reports through the mobile app need to be added to this Registry beforehand, otherwise they will not be able to access the feature on their devices.

Beacon Web Users with the Manager role can add, edit or delete users to grant access to Case Reports.

To access the User Registry:

1. From the Beacon Dashboard, navigate to the profile menu and select Settings
2. Navigate to the Reports menu and click the “View” button for the Case Reports User List and it will open the interface where you can add users or manage current ones
3. Fill this form to create a new Case Report User. Please confirm the email address is correct before clicking create.
4. Users List — Displays the current users that are able to create, amend and view Case Reports
   1. Reset Password — will send the specific user an email containing a reset password link
   2. Action Buttons —  allow you to edit information or delete the user form the Beacon database

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Web User Access

Beacon Web Users with the Manager role can edit other web users to grant access to Case Reports

To access the web user creation interface:

1. From the Beacon Dashboard, navigate to the profile menu and select Settings
2. Navigate to the Resource List menu and click the “View” button for the Web App Users List and it will open the interface where you can create new users or manage current ones

To grant Case Report access to a Web App User:

3. Scroll down if needed to display the users list.
   Locate the user you would like to grant access to and, under Actions, use the Edit icon
4. The user information will display on the above form. Select which access you will grant this user:
   1. Case Report Access — Gives the user access to view and download Case Reports
   2. Audit Log Access — Gives the user the ability to monitor historical activity related to Case Reports on their agency account. This access does not include Case Report viewing or downloading capabilities.

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Custom Documents

Beacon Web Users with the Manager role can add Custom Documents that will be available for Responders to use in the Documents section of the Case Reports

To upload a Custom Document:

1. From the Beacon Dashboard, navigate to the profile menu and select Settings
2. Navigate to the Reports menu and click the “Upload” button next to the Custom Document Upload title.
3. The Custom Documentation Upload window will pop up. Click Choose File to select a file from your computer then click save to complete the upload
4. Saved Documents — A list of uploaded files will be displayed here. Any file on this list will be available for mobile app users when creating a Case Report.
5. You can delete a specific file by clicking on the Trash icon. Deleted files will no longer be available for mobile app users when creating a Case Report

NOTE: Beacon allows agencies to upload Custom Documents, but you will have to use a separate software to edit them.

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