Profile Overview in Lighthouse Business Manager

Description: Learn about your Profile settings in Lighthouse Business Manager (LBM), which includes your account, users, location, location groups, two-factor authentication, and account preferences.

---

To access your Profile settings, log in to LBM and select Profile located on the left navigation menu.

Account

Selecting Account displays your information as the owner of the Lighthouse account. It will show your first and last name by default, as well as the email attached to the account. Changing the Email changes the email used to log into Lighthouse, so you will be logged out after changing emails requiring you to log in with the new email.

You can also change your Lighthouse password here by entering the current password and then two instances of the new password. Changing the password will log you out and require you to log in using the new password. Select the "Update Account" button at the bottom of the screen to commit any changes.

Users

Selecting Users will allow multiple users, called "sub-users," to be added to one Lighthouse account. This is beneficial if you have multiple partners, managers, or other individuals who would require access to your information within Lighthouse. To create a new sub-user, select the "+" (plus) icon at the top right corner of the screen. 

Details: Enter the user's first name, last name, and email address to send the registration email.

Locations: Select the Locations dropdown, check the box next to each location that this user has access to within Lighthouse, and select Apply.

Permissions: Customize user permissions by selecting the Permissions dropdown, placing a checkmark next to any permissions that you would like the user to have, and selecting Apply.

You can save these permissions as a template so that next time, you can quickly access them and apply them to another user using the "Save As Template" button.

Once all the information is entered, select the Create button, which sends an email to the user with a registration link to create their account.

Locations

Locations allow you to view whether or not you have access to a location.

Location Groups

Set up location groups to group multiple MIDS based on specific needs. View and filter payment data from multiple locations in one place, making it easier to see information and work more efficiently. You can create, name, and manage location groups, add MIDs from any location, and assign each MID to more than one group.

To create a Location Group:

1. Select the "+" (plus) or Add Location Group button.
   
   
2. Enter a unique group name (50 characters max).
3. Assign at least 2 MIDs to the group. Use the search feature to find locations by MID or Legal Name.
   
4. Select Save. A confirmation message will appear, and the new group will be visible in the list.
   

Note: You can have up to 30 active Location Groups. After reaching this limit, you can delete or deactivate an existing group to create a new group.

To delete or deactivate a Location Group:

1. Select the Location Group from the list.
2. In the Edit Location Group window:
   • Slide the Active toggle off to deactivate the Location Group and select Save.
     
   • Select Delete to remove the Location group. 
     

An admin user can only see the Location Groups that they created and whether the groups are active or inactive. They can also view the Group Name, Created/Updated By, Last Updated, and Location Count.

Non-admin users can only see active Location Groups created by an admin if they have access to at least one location (MID) within the group. They can view the Location Group settings and search locations, but they do not have edit rights.

Two-Factor Authentication

This section allows you to add an extra layer of security to your account. Once set up, whenever you sign in, you'll need to enter both your password and a security code. Visit the Set up and Use Two-Factor Authentication in Lighthouse Business Manager article for more information on how to set it up.

Account Preferences

You can select your default Home page here. You can choose from Dashboard, Transactions, or Customers.

Select your desired Home page and select Save.