Only users with Administrative permissions can manage other users within the account. 

Adding a New User

To add a new user:

1. Click your name in the upper-right corner of Aegis.

2. Select Users from the dropdown menu.

3. At the top of the page, click the option to Add User.

4. Complete all required fields.

• User Name (e.g., Mary Smith)

• Email Address (e.g., mary.smith@company.com)

• User ID (e.g., msmith25)

⚠️ Important: User information must be entered accurately. Once created, user details cannot be edited without assistance from Bchex Client Services.

Sending User Credentials

After adding a user, be sure to send their login credentials:

• Click the blue icon next to the user’s name to send their credentials.

If you need further assistance, you may send a written request to clientservices@bchex.io with the name and email of the user.  Please include their account permission requirements:

The available permissions include:
 
Requests: Place new orders
and/or:
Results: See results of completed searches
and/or:
Statuses: See if order is pending or complete
and/or:
Admin: Can make a decision on completed searches and add/remove users on the account