CRES Broker User Guide

4/18/2021 BPP Logon Page Sign in using your Username and password. Username is email address. BPP/BOLT User Guide: CRES Broker Instructions to Manage BPP Users Note: If password is expired, you will need to reset with iForgot by clicking Trouble Signing In. Ohio Choice Operations If password won’t work there, click Trouble Signing in to answer your April 2021 registered Security Questions. 1 2 CRES Provider Selection Page CRES Provider Selection Page To get back to this page during your session, Click the AEP Logo in the CRES Provider Page upon logging into BPP. top left of your header. Note: Multiple Duns users may need to during the session to switch CRES Provider name used during your BPP Session at that moment. Note: Users with Multiple DUNS If you do not need to alter your CRES Provider name you are using during your BPP Session Registrations will see the name CRES Provider from this page, change as they change CRES Simply click any header to begin Note: Users with Multiple DUNS Registrations will be able to Providers session or the Home Icon select from the dropdown to change as needed during session 3 4 1 4/18/2021 CRES Broker BPP Header Manager User Page CRES Broker Managing Users is a two step process to gain access to Here you can search the existing users BPP. associated with your CRES Provider. Status: Add in BPP (Approval Process) Pending Add in BOLT (Role/Password) **Can only create CRES USERS** Approved Rejected CRES Brokers will have a new Header: Revoked SYS ADMIN Search existing is where you can edit and revoke users Provider Users: Manage Users by Adding, Editing, Revoking access. To ADD a new user, Click Add Button. Provider Users History: Note: Multiple DUNS can change CRES in User History for all user access under dropdown. your CRES Provider. 5 6 ADD New Users Request Emails – approval required OCO Review Needed OCO Reviewed Status Subject: BPP User Approval Request for Subject: BPP User Status Updated for User MUST BE Frank Lewis and Provider ABC Energy Frank Lewis and Provider ABC ENERGY EMAIL ADDRESS. A BPP User Approval Request has been A BPP user status and comment has completed. recently been updated. Please view the details and comments Please view the details and comments regarding this update, below. regarding this update, below. Click Link to BOLT to •User - [email protected] Comments as to •User - [email protected] perform same ADD steps. SUCCESS or FAIL •User Name - Frank Lewis Status Change •User Name - Frank Lewis message will appear •Provider - ABC ENERGY •Provider - ABC ENERGY Note: BOLT does not •Email Address - [email protected] •Email Address - [email protected] work in Internet Explorer. •Entitlements - CRESUser •Entitlements - CRESUser •Comments - Adding new user to ABC •Comments - Approving New BPP Energy User Status of Request User field MUST BE EMAIL. Must match email address •Status - Pending •Status - Approved All requests submitted will be Approved/Rejected by Ohio Choice Operations. Email generates. •Update Date - 3/16/2021 11:05:16 AM Note: Multiple Duns users can change CRES Provider dropdown to add user to other CRES Duns •Update Date - 3/16/2021 10:32:39 AM 7 8 2 4/18/2021 Search Existing Users EDIT Users Back to Provider Users Header tab, search CRES Brokers can EDIT User’s First and Last ALL Users associated with CRES Provider Name only Note: Multi CRES Duns User could change the CRES Provider. Moving them from one to another Any user update will put the user into a pending status to be reviewed by OCO EDIT REVOKE this this Add Comments when you make updates, so User User that OCO can be well informed in making their decision to Approve or Reject Current status for User NEW: CRES Brokers can EDIT a Revoked user to re-active their access. Review still needed. Click Link to BOLT to perform same EDIT steps to Bolt User. Note: BOLT does not work in Internet Explorer. 9 10 Request Emails – approval required Revoke Users OCO Review Needed OCO Reviewed Status Back to Provider Users Header tab, search ALL Users associated with CRES Provider Subject: BPP User Update Request for Subject: BPP User Status Updated for Frank Lewis and Provider ABC ENERGY Frank Lewis and Provider ABC ENERGY CRES Brokers can Revoke Users no longer needing access to BPP for their CRES Provider. A BPP User Update Request has been A BPP user status and comment has completed. recently been updated. No review will be needed. The user’s status will simply become Revoked for that Please view the details and comments Please view the details and comments corresponding CRES Provider. regarding this update, below. regarding this update, below. •User - [email protected] Comments as to •User - [email protected] NEW: CRES Brokers can EDIT a Revoked user •User Name - Frank Lewis Status Change •User Name - Frank Lewis to re-active their access. Review still needed •Provider - ABC ENERGY •Provider - ABC ENERGY •Email Address - [email protected] •Email Address - [email protected] •Entitlements - CRESUser •Entitlements - CRESUser Click Link to BOLT to perform same Revoke steps to Bolt User. •Comments - i'm bringing frank back •Comments - approving Frank Note: BOLT does not work in Internet Explorer. •Status - Pending •Status - Approved •Update Date - 3/16/2021 11:17:20 AM •Update Date - 3/16/2021 1:53:22 PM Status of Request 11 12 3 4/18/2021 Full User Set Up User History Page Click Provider Users History Header tab, search ALL Users associated with CRES Provider Add Users to BPP START USER Here you can search all status updates for Edit Users in BPP SET UP IN BPP users associated with your CRES Provider. Revoke User in BPP Status: Approval Emails Generated Pending Approved Rejected Revoked Add Users to BOLT You can search by CRES Provider, status, CONTINUE Edit Users in BOLT specific user, or dates. USER SET UP Revoke Users in BOLT IN BOLT iForgot Password Emails Generated Note: Multiple DUNS can change CRES in dropdown to see others. 13 14 User History Overview - BOLT I searched a specific User to see all NOTE: BOLT DOES NOT WORK Request status history. IN INTERNET EXPLORER Google Chrome Will have a row for adding and Microsoft Edge updating any user requests submitted. Same login as BPP Username is Email Password is what you established in iForgot. Trouble Signing in will take you to iForgot to reset your password. Note: You previously created security questions upon registering, will aid you when your password doesn’t work. 15 16 4 4/18/2021 Overview Setup – Companies Overview Setup – Companies Users can only exist in BOLT under one Company. IF user belongs in both, you can assign that in your initial BPP Set up. Company/Companies CRES Broker manages Multiple DUNs Registration Users will see each Company Separated. Note: Multiple CRES Registration Users will have Registered Company Display Name one company for each Company ID: AEP Ohio Registration ID_CRES Duns 17 18 Overview Setup – Companies Overview Setup – Users Select ellipsis next to company name to launch menu • Option to Import Users in Bulk All existing users will be • Option to Refresh Company Information after pre-loaded under their updating users associated Company. 19 20 5 4/18/2021 Overview Setup – Group Creating a New User Account Manually add Individual Users Bulk Upload Users 1. Create user account 1. Create user accounts (credentials) (credentials) Add user to BOLT Add users to BOLT spreadsheet (email address = user id) (email address = user id) System will automatically System will automatically send send temp password temp password Existing users will be added to their (to register iForgot) (to register iForgot) appropriate group (based on existing 2. Assign role within Business 2. Assign role within Business BPP Roles) Partner Portal (BPP) Partner Portal (BPP) Add user to appropriate Add user to appropriate Group Group or vice versa or vice versa 21 22 New User – Manual Add New User – Manual Add Add the same user information from BPP: • Email Select + button to add • First Name a new user account • Last Name Click Submit when finished 23 24 6 4/18/2021 New User – Manual Add New User – Manual Add Success or Failed messages will appear at the top with every action. All Companies are set up with a CRES User group and an Everyone group. Note: CRES Brokers can only add CRES Users. 25 26 New User – Manual Add New User – Manual Add A modal will appear with all of the possible Users for Select ellipsis next to CRES User to launch menu your company Modify Group Members (add Users to their group) Select the appropriate User to add to CRES User 27 28 7 4/18/2021 New User – Manual Add New User – Manual Add A modal will appear with all of the possible groups for your company Note: All users are Select the CRES User automatically added to Select ellipsis next to New User to launch menu the ”Everyone” group. Modify Group Members (add Role to User) 29 30 New User – Bulk User Upload New User – Bulk User Upload Bulk upload allows CRES Brokers to create accounts for multiple employees (of the same company) at once. Save completed file to your computer • File must be in CSV or Excel format (extensions .csv, .xlsx, .xls). • Column headers must be present. 31 32 8 4/18/2021 New User – Bulk User Upload New User – Bulk User Upload Select option to “BULK IMPORT USERS” Select “Choose File” 33 34 New User – Bulk User Upload New User – Bulk User Upload Your computer’s file selection window will appear.

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