This article outlines how to invite users to MyBGL, allowing them to manage the BGL subscription. For instructions on how to invite users to use Simple Fund 360 or Simple Invest 360, please see How to Invite a User.
How to invite a user into MyBGL?
To invite a user to MyBGL, please follow the steps below:
|1||Navigate and open Users on the app switcher|
|2||Navigate to Admin on the left panel and then Invitation|
|3||From the Invitation list, click on the Invite New User button on the right side of the page|
|4||Select Invite for MyBGL|
|5||Enter the email address, first name, and last name of the new user and select a role to be assigned (Note: First name and last name will be auto-populated for any existing product user)|
|6||Select Add another user to invite list if you want to add more, otherwise, select Invite User(s)|
What permission does a MyBGL default role have?
|Permissions||Account Owner||Admin||Normal User|
|Update account information||Yes||No||No|
|Submit transfer of ownership request||Yes||No||
|Approve/Reject new contact||Yes||No||No|
|Purchase new products||Yes||Yes||Yes|
|Submit a downgrade request||Yes||Yes||Yes|
|Submit a cancellation request||Yes||Yes||Yes|
|List direct debit products||Yes||Yes||Yes|
|View product direct debit payment method||Yes||Yes||No|
|Change product direct debit payment method||Yes||Yes||No|
|Delete product direct debit payment method||Yes||Yes||No|
How to disable a user's access to MyBGL?
To remove a user's access to MyBGL, please follow the steps below:
- Navigate and open Users on the app switcher
- Navigate to Admin on the left panel and then User Manager
- From the User Manager list, find the user you want to remove access from MyBGL
- Click on the Edit button on the right side of the name
- Select Disable and then Disable in MyBGL to remove user's access to MyBGL.
What to do if MyBGL is not loading?
Note: You may encounter some issue loading MyBGL if you are using Safari as your browser or if you are using a mobile device. If that's the case, please try the self troubleshooting steps below:
- Please try to open MyBGL using another Browser (Chrome, Firefox, Edge), OR
If it still doesn't work, then please contact BGL team at 1300 654 401 or using one of your preferred methods via https://www.bglcorp.com/hub/support/