Skip to main content
u3a Beacon Help Centre home page
Submit a request
Sign in
  1. u3a Beacon
  2. User Guide

User Guide

Guidance and Training on all aspects of using Beacon.

The Basics

  • 1. Introduction
  • 2. Logging in as a System User
  • 3. The Beacon Home Page
  • Some tips when using Beacon

4. Membership

  • 4.1 The Membership List
  • 4.2 Member Record
  • 4.3 Add New Member
  • 4.4 Recent Members
  • 4.5 Membership Renewals
  • 4.6 Non-renewals
See all 9 articles

5. Groups

  • 5.1 Groups List
  • 5.2 Group Records: Details
  • 5.3 Group Record: Schedule
  • 5.4 Group Record: Members
  • 5.5 Group Record: Ledger
  • 5.6 Adding & Removing Groups
See all 9 articles

6. Emails and letters

  • 6.1 Emails
  • 6.1.1 Sending Emails
  • 6.1.2 Standard Email Messages
  • 6.1.3 Email Delivery
  • 6.1.4 Email Unblocker
  • 6.2 Letters
See all 8 articles

7. Finance

  • 7.1 Financial Ledger
  • 7.2 Transaction Record
  • 7.3 Transfer Money
  • 7.4 Credit Batches
  • 7.5 Reconcile Account
  • 7.6 Financial Statement
See all 10 articles

8. System settings

  • 8 Set-Up Operations
  • 8.1 System Users
  • 8.2 Roles and Privileges
  • 8.3 System Settings
  • 8.4 System Messages
  • 8.5 Finance Set-up
See all 8 articles

9. Miscellaneous Options

  • 9.1 Personal Preferences
  • 9.2 The Audit Log
  • 9.3 U3A Officers
  • 9.4 Public Links
  • 9.5 Data Export and Backup
  • 9.6. Recovering a forgotten Username or Password
See all 7 articles

10. Online Services

  • 10.1 Online Joining
  • 10.2 Members Portal
  • 10.2.1 Online Renewals

11. Beacon Users Forum

  • 11.1 Registering to use the Forum
  • 11.2 Using the Forum
u3a Beacon
Powered by Zendesk