Adding BPM Additional Contacts

You can add up to twenty (20) additional BPM contacts on a Benefits Batch and grant them View Only or Edit access to the batch in BPM.

Overview

The Renewal Client Contact is automatically added as a BPM contact. Other BPM contacts are manually added from the Benefits Batch by clicking the Add button next to the Additional BPM Contacts Action Center link:

Note:

  • Since login requirements for an additional BPM contact are the same as that of the Renewal Client Contact (i.e., the designated "reviewer and approver" of the offered plans on the Benefits Batch), the ClientSpace contact records of additional BPM contacts must also contain valid Last Name, Mobile number and Primary Email field values as these fields are used by your additional BPM contacts for BPM access authentication. See Finalizing a Benefits Batch for BPM and Sending for Client Review.

  • As previously mentioned, the Renewal Client Contact is automatically added by the system as a BPM contact. Default Edit access is granted to them. Their contact record is kept up-to-date by the system.

    For instance, if an existing Renewal Client Contact field value is changed, the BPM Contact record is inactivated for the previous Renewal Client Contact and a record with Edit access is added for the new Renewal Client Contact. If the new Renewal Client Contact already had an Active BPM Contact record but their access permission was View Only, their contact record will be updated to grant them Edit access.

Adding a BPM Additional Contact

BPM Additional Contacts contain the contact name (which is must be an existing ClientSpace contact record), the name of the Benefits Batch, the assigned access level to the Benefits Batch (View Only or Edit) and, optionally, the organization the contact can access.

To add a BPM Additional Contact:

  1. Open the Benefits Batch where you want to add the contact(s).

  2. Click the Add button next to the Additional BPM Contacts Action Center link:

    Note: The Additional BPM Contacts Action Center link has a counter badge to allow you to see the number of BPM contacts at-a-glance.

    Clicking the link opens the BPM Contacts record if there is only one contact saved.

    If there is more than one contact, the link opens the BPM Contacts dashboard where you can search and select a contact record to open.

  3. Complete the following fields:

    • Benefits Batch: Auto-fills with the related benefit batch name.

    • BPM Contact: Select the contact name from the list of available ClientSpace organization contact records. See Adding Contacts to the Organization for steps to add a new contact record.

      Note: The contact record must contain valid Last Name, Mobile number and Primary Email field values as these fields are used by your additional BPM contacts for BPM access authentication. See Finalizing a Benefits Batch for BPM and Sending for Client Review.

    • BPM Contact Access:Required. Select View Only or Edit.

      Note: If you leave the field blank, the following error message displays when you try to save the record: "BPM Contact Access is a required field."

  4. Click Apply to save the contact record and keep the BPM Contacts form open or click Save to save the contact record and close the BPM Contacts form.

Learning How: BPM Contacts and Access

Video

Watch the video on BPM Contacts and Access.

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