From the Users page, tabs on the left side of the screen let those with Admin or Support roles:
- View, manage and export lists of Utility Staff, EyeOnWater Users and Customers.
- Invite users to create BEACON Logins.
- Assign and manage Access Filters.
- View and export a list of customers with EyeOnWater logins along with related details.
- View and export a list of customers who signed up for EyeOnWater and have yet to verify their email address via a verification email.
- View and export a list of your customers along with their Account ID and if applicable their EyeOnWater User Name.
- Manage EyeOnWater accounts by granting or removing user access to one of more EOW accounts.
Click the Staff tab to display a list of Utility Staff members, along with:
- Their status and user role (green dot = active, blue dot = pending)
- Their Assigned Filter
- The date of their last activity
- The date their BEACON account was created.
To personalize your staff listing, use your BEACON sign-in email address and upload a picture here.
Click Export to download a list in CSV format of all Utility Staff members. The list includes their:
Date they were added to the system
Mobile access status
User Creation Method (see table)
|User Creation Method||Description|
|BEACON Invite||Invited to use BEACON by an Admin user via Users page>Staff tab>New User.|
|API||SSO user created by Badger Meter personnel.|
|Ap_Onboard||Accounts Payable User created by Badger Meter personnel during initial setup.|
|Onboard||Owner created by Badger Meter personnel during initial setup.|
Click New User and follow the steps below to invite a staff member to create a BEACON account.
TIP: Users who need access to both BEACON and EyeOnWater must use unique email addresses for each system. If someone has a gmail account, they can easily add a “label” to the email address so that, for example, name+utility@gmail and name@gmail can be used to log in to BEACON and EyeOnWater, respectively.
- Enter the user’s full name and email address (required).
- Use the drop-down menu to choose one of the following roles: Admin, Support, Installer, Manager. The table below describes the permissions granted to each role.
About User Roles
BEACON stores a lot of sensitive data–customer names, addresses, phone numbers, email addresses and other things that by law or regulation must remain private and secure. BEACON users range from utility managers and customer service representatives to field technicians. To control who has access to what data and by extension the pages of BEACON where that information is displayed, each user is assigned one of four Roles: Admin, Support, Installer and Manager.
The Manager role lets you grant district, department and proptery managers access to limited, customizable meter/account groups.
In addition, user roles determine who can import data on the Assets>System Sync page, who can export data via the Monitor page and with the Web Services APIs, and who can create field assignments from the Monitor page Actions menu.
Role Description Owner An Owner is the person responsible for the utility. Like an Admin, an Owner can provision, import and export data, edit cards, and invite other users. Only Badger Meter personnel can create an Owner. Admin An Admin user can provision, import and export data, edit cards and invite other users. Support A Support user has a read-only view of the system. They cannot provision or edit cards or invite other users. Installer An Installer can view the Monitor page, and get read-only access to Endpoints. Manager This user can view the At a Glance and Monitor pages. Visibility control for a Manager is done by saved filter in BEACON. Capability Full Access User has full access of feature Hidden User cannot see feature Disabled User Can see Feature but Cannot Save or Update (Disabled Buttons) BEACON Features Roles Admin Support Installer Manager At a Glance VISIBLE VISIBLE HIDDEN VISIBLE Billing Reads Full Access Full Access Hidden Monitor VISIBLE VISIBLE VISIBLE VISIBLE Login As (Including Water Drop Button) Full Access Full Access Hidden Hidden Add Notes Full Access Enabled Hidden Hidden Add/Edit Tags Full Access Disabled Hidden Hidden Set Alerts Full Access Disabled Hidden Hidden Create Field Assignments (Actions -> Create Field Assignments) Full Access Hidden Hidden Hidden Actuate Valves (Actions -> Actuate Valves) Full Access Disabled Hidden Hidden Data Extractions (More -> Data Extractions) Full Access Hidden Hidden Hidden Data Diagnostics (More -> Data Diagnostics) Full Access Hidden Hidden Hidden Deep Links (Not Editable from Monitor Page) Full Access Full Access Full Access Full Access Analytics VISIBLE VISIBLE HIDDEN HIDDEN Assets VISIBLE VISIBLE HIDDEN HIDDEN Systems Sync (‘Select File’) Full Access Disabled Endpoints Full Access Full Access Gateways (Click on Serial Number, ‘Update Map’ and ‘Save’) Full Access Disabled Handhelds (‘Pair Device’ and edit handheld by clicking on SN) Full Access Disabled Reader Codes (‘Create’ buttons and Click ID to edit) Full Access Disabled Downloads Full Access Full Access Account (Update/Create Buttons) Full Access Disabled Location (Update/Create Buttons) Full Access Disabled Update Full Access Hidden Provision Full Access Hidden Swap Full Access Hidden Service Full Access Hidden Data Diagnostics Full Access Hidden Utility Settings Full Access Hidden Deep Links Full Access Hidden AAG Billing Read Hidden Hidden Export Reads & Data to a File Full Access Full Access Users VISIBLE VISIBLE HIDDEN HIDDEN Staff: Add/Edit Users Full Access Disabled Filter Sets: Create/Edit Filter Sets Full Access Disabled EOW Users Full Access Full Access Manage EOW Full Access Full Access Customer Accts Full Access Full Access EOW VISIBLE VISIBLE HIDDEN HIDDEN Link Accounts (Profile Icon -> Link Accounts) Full Access Full Access
- Click the appropriate check boxes to enable any of:
Special Role What it Enables Mobile Reading Access to Field Director and ORION Mobile Read technology. Data Exchange Enables the ability to perform Data Exchange system sync operations, including Data Imports and Data Exports. API Access Permission to use the BEACON Web Service APIs.
Mobile Reading can be enabled after the user has been created. Data Exchange and API Access are linked to users with Admin roles.
- Use the drop-down menu to assign filter access to any group of meters. Define meter groups using the Monitor page Actions Bar Save Current Filters function.
- When finished, click Invite New user.
An email notification containing a link to complete the signup process will be sent to the user. The link is good for 30 days. If they do not set up their account in this time, an Admin user can resend the invitation.
- To resend an invitation at any time, do the following:a. Locate the user of interest.
b. Click the More Options icon to open the menu.
c. Select Edit and Reinvite. This action reopens the New User menu.
d. Make any changes to the email address, user name, roles and service point access fields.
e. When finished, click Reinvite User or click Cancel.
- To Remove a user, you must first deactivate them:
a. Click the More Options icon to open the menu.
b. Select Deactivate User.
c. Open the drop-down menu located in the upper right part of the page.
d. Select Deactivated users at the very bottom of the list of options.
e. Find the user of interest, click the More Options icon and select Remove User.
f. Click OK to remove the user and disassociate them from the utility and disable their ability to log in.
g. Click Cancel to abort the action.
- Click any Up/Down arrow to change the sort order.
- Admins can verify which part of utility other users (Manager, Installer, Support) have access to. To do that, select the user of interest, click the More Options icon and select Login As. This functionality does not currently apply to Pending users.
TIP: When making changes to an existing user with access to Field Director or ORION Mobile Read, do the following:
- From the Users page>Staff tab, locate the user.
- Click the … button to expand the user information card.
- Disable Mobile Reading access by unchecking Mobile Reading.
- Click Save.
- Enter any changes you wish to make.
- Enable Mobile Reading access by checking Mobile Reading.
- Click Save to push your changes to Field Director and ORION Mobile Read.
Start typing in the box. The system will auto-fill based on the first two characters entered.
Use the drop-down menu to filter results by Status, Role, Special Role Filter Set and Disabled.
Customer Accts Tab
Click the Customer Accnts tab to see a list of all your customers, their name, Account ID and if applicable the email associated with their EyeOnWater account.
Use the Search box located in the upper right beneath the Actions menu to quickly lookup a customer by name or email address.
Users with Admin or Support roles can click a customer’s name to get a snapshot of their account details.
Click an EOW User Name to login as that customer and see their EyeOnWater dashboard. To return to BEACON, click Signout. Do not use your browser back button, because your access will be restricted to that of an EyeOnWater user.
Use the Actions drop-down menu to Export Accounts to File, and get a list of customer names, Account IDs and EyeOnWater user names (email addresses).
Use the pagination controls at the bottom of the page to display different groups of customers.
EOW Users Tab
Click the EOW Users tab to see EyeOnWater user statistics and a list of customers with EyeOnWater accounts.
The Pending EOW Users section lets you see which customers signed up for EyeOnWater, were sent an email to complete the signup process and have not clicked the link to verify their address.
- The Pending Created field shows the date the verification email was sent.
- The User Accessed field shows the date the verification email was opened by the user.
- The Expiration field shows when the email verification link is due to expire.
Pending users clear after they click a link in the email to verify their address.
Click Filter to sort filter EyeOnWater accounts by Zip Code, Route (shown below), Cycle, District, Class Code and Class Code Normalized. In addition, search for individual EyeOnWater accounts by entering the email address associated with the account and clicking OK. To reset the filters, click Cancel.
NOTE: Utilities that are using the billing portal premium service will see the Customers page instead of the EOW Users tab. Click here for detailed information about the Customers page.
Use the Show Accounts drop-down menu to select the number of customers to display on the page. Use the pagination controls to display different groups of customers
Users with Admin or Support roles can click a customer name to get a snapshot of their account details.
Click a user name to login as that customer and see their latest EyeOnWater report. To return to BEACON, click Signout. Do not use your browser back button, because your access will be restricted to that of an EyeOnWater user.
Use the Actions drop-down menu to Export Data to a File, and get a list of your customers along with their user name, email address, user status, signup date, their Account ID and Account Name.