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How do I add a second line of business under the same email?

To add a second line of business to Beam, click your business name dropdown and select add a new business.
  1. Screenshot 2026-02-15 at 6.10.38 PMClick the dropdown next to your business name (top right of the page)
  2. Select Add New Business
  3. The new business will automatically be created under the same login and email address.
  4. You can toggle between business lines anytime using the dropdown at the top right of the page.

By default, the new business will be on the Core plan. To upgrade the new business, contact your account manager or support.