TABLE OF CONTENTS

• My Account
• Go To Portal
• Email Notifications
• Update Your Email
• Change Password
• Users
  • Permissions Key

My Account

• Access your personal settings and profile details.

  Path: Click your name (upper-right) → My Account

Go To Portal

• If you utilize a Secure Applicant or Secure Volunteer portal, a link to this portal is provided at the “Go To Portal” button.

Note: If the button isn’t present, your organization may not have a portal enabled, or your account isn’t linked to one.

Email Notifications

• Email notifications

  • Toggle individual notification types On/Off (e.g., alerts, status updates, order completion notices).

  • Changes take effect immediately.

Update Your Email

To change your email address:

1. Update your Email in the field shown.

2. Click Update.

Note: If you need to update the name on your account, please contact us at clientservices@bchex.io.

Change Password

• Click Change Password.

• Enter current password, then a new password.

• Click Save.

Users

• Create and manage user accounts and permissions.

  Path: Click your name → Users (visible to Administrative users only)

  What you can do

  • Add user: Click Add User, enter name and email, assign permissions/role, then Save.

  • Edit permissions: Open a user, adjust permission checkboxes or role, Save.

  • Disable user: Open the user, toggle Active off (or click Disable).

• Permissions key
  A legend appears on the left describing what each permission allows (view, create, edit, approve, administer, etc.). Review it before assigning access.

  Learn more: See the full user-management FAQ and permission descriptions here → Manage Users). 

Permissions Key