Upon signing into MyBGL, users will automatically be directed to the Dashboard page by default.
Alternatively, users can navigate to the App switcher from the top toolbar and switch to MyBGL.
If MyBGL does not appear in the App Switcher, the user should contact the nominated Account Owner.
To access the Contact List page from within MyBGL, users can select the Contacts List option on the left-hand side of the screen.
Users will be able to filter contacts from within the Contacts tab. Contacts can filter the list using the filter option at the right-hand side of the screen.
Contacts can be filtered by name, as well as the type of contact. Once the filters have been set, users must select Apply.
Creating a contact
From the Contact List page, users can create a new contact by selecting the create button at the top right-hand corner of the page.
Users will be directed to the Create Contact screen. Users are required to enter the Name, Email, Mobile Phone Number, and Contact Type.
|Admin||The admin contact will be the other administrator for this account nominated by the Account Owner. Admin contact will receive all invoices for this account and notification to any changes.|
|Billing||The billing contact will receive all invoices for this account.|
|CAS 360||The CAS 360 contacts will be the first point of contact for any CAS 360 product-related information and respective invoices.|
|Simple Fund 360||The Simple Fund 360 contacts will be the first point of contact for any Simple Fund 360 product-related information and respective invoices.|
|Simple Invest 360||The Simple Invest 360 contacts will be the first point of contact for any Simple Invest 360 product-related information and respective invoices.|
Once all of the information for the contact has been entered, users must select Submit.
For Account owners, the newly created contact will immediately feature in the Contacts tab.
If another user created the contact, the newly created contact will default to the Contacts - Pending Approval tab, where it will be subject to approval or rejection by the Account Owner.
Editing a contact
Users will be able to edit contacts from within the Contacts tab. To edit a contact, click the Edit button, under the Actions column, next to the contact that you wish to edit.
Users with account owners or admin roles in MyBGL will be able to edit the First name, Last name, Contact number, and Contact type.
- To change the First Name, Last Name, or Contact Number, edit the field accordingly.
- To add a contact type, click within the Contact Types bar.
- To remove a contact type, select the X next to the contact type.
Note: You can only change the Contact Number and Contact Types if the contact selected is an Account Owner.
Once completed, select Submit.
Setting a contact as departed
Users will be able to mark a contact as departed from within the Contacts tab. To mark a contact as departed, click the Mark as Departed button, under the Actions column, next to the contact that you wish to depart.
Users will be prompted with a confirmation message. If sure, select Ok.
You need to have at least one of the CAS 360 contact if you have an active CAS 360 subscription.
You need to have at least one of the Simple Fund 360 contact if you have an active Simple Fund 360 subscription.
Inviting contacts into MyBGL
The Contact List is a list of nominated contact person(s) for any account or product-related manner. This does not guarantee that the contacts have access to MyBGL. To invite new users into BGL, follow the link provided below.
Select Invite for MyBGL
Enter the Email, First Name, Last Name, and Role. Select the Invite User(s) button once the details have been entered, and an email will be sent to the email address with an invitation into MyBGL.
To add multiple users to MyBGL at once click + Add another user to invite list enter the user(s) credential's and desired Role.