Creating a BMT User

You can create new BMT users in the Client Admin area of the navigation. Only users with an admin role can create new users.

1. In the Client Admin menu, click the Create User.
2. The Create New User screen appears. Enter a username of 5-25 characters in the User ID box.
3. Enter a password in the Password box. Your password must be a minimum of eight characters and the first and last character cannot be numeric. It must also:
• have at least one uppercase character
• have at least one lowercase character
• have at least one special character
• have at least one numeric character
4. Re-type the password in the Confirm Password box.
5. In the User Profile Information section, enter the new user's information in the Full Name, Company Name, and Email Address boxes.
6. Re-type the email address in the Confirm Email Address box.
7. In the Application Access section, select one of the following:
   • Select for all Clients — allows you to select the type of access for ALL clients when the user’s access includes more than one client number.
   • Select to customize Clients — allows you to customize type of access by client number when the user’s access includes more than one client number.

   Once you Select to customize Clients, you will be asked to select a client to work with and access for each client number is created separately.

   • Create Delegate — allows you to create a user that manages authorization on your behalf. Delegates have access to every client/subclient that you do.
   • Select for all SubClients — allows you to select type of access for ALL subclients.
   • Select to customize SubClients — allows you to customize type of access for various subclients.
8. Select the Type of Access,and Client Knowledge and Billing Reports for each subclient you want to apply to the user.
   
   The Type of Access are:
• None — unable to view or update eligibility but can have access to Client Knowledge.
• Update and View Eligibility—
• View Eligibility Only —

In the Application Access section The header dropdown/checkboxes allow you to apply permissions to all the subclients then customize the individual subclients that have different permissions. If you only have access to one subclient, no header dropdown/checkboxes will display.

9. Click the Next button to go to the verification screen or Clear to reset the screen to default.
10. Once you are at the verification screen, either click Edit to take you back to the previous screen for additional edits or click Create User for the User has been created successfully confirmation page.

Related Topics

Understanding user roles

Managing BMT user accounts