To add individuals with different levels of access, we will first create a role that defines the features and actions we would like a user to take in the BBMS Web Portal. Once the role has been created we can create a user account and assign user(s) to the role(s). For users that will be granted Administrative rights (full access) no role is necessary.

To create a new Role:
  1. Log into Blackbaud Merchant Services Web Portal
  2. Go to Account Management > Roles
  3. Click the + at the top left
  4. Create a name for the Role
  5. Mark the boxes to grant desired features
    • Features that are available to assign are located just below the Search for columns bar and All Categories dropdown. Features can be filtered by key words in the search bar, or by category from the dropdown.
  6. Click Save

To add a new User:
  1. Log into the Blackbaud Merchant Services Web Portal
  2. Go Account Management > Users
  3. Click the + at the top left
  4. Create a display name for the user
  5. Create a User Name and Password
    • NOTE: User names must be 8 characters long and must begin with a letter. The username may also contain numbers and - or _ symbols. Do not include spaces in your username. Passwords must contain at least 12 characters and include at least one lowercase letter, one uppercase letter, one number, and one special character. Do not include spaces in the password. 
  6. To provide the user with the ability to change their password upon their next login, mark the box “User must change password on next login”
  7. If the user should have full rights, mark "Grant administrative rights"
  8. Select a Role (if applicable)
  9. Click Save
 
When creating individual user accounts to access the BBMS Web Portal please ensure you provide the user with the following as no email is generated when the user account is created: