Accessing MyBGL From CAS 360
To access MyBGL from CAS 360, use the app switcher in the top right-hand corner of the application:
If you are unable to access MyBGL via the app switcher, your role may not have been given sufficient access.
- Contact the Administrator or Account Owner related to your account to have them update your User Role permissions to access this.
Access
Upon signing into MyBGL, users will automatically be directed to the Dashboard page by default.
To access the Dashboard screen from another screen within MyBGL, users can select the Dashboard icon on the left hand side.
Changing account ownership
There are two ways to change the Account Owner, depending on whether the current Account Owner still has access to their registered email address.
If the current Account Owner still has access to their registered email address
If the user has the Account Owner role, the Change Account Owner icon will be visible.
- Click the Change Account Owner icon.
- You will be directed to the Change Account Owner page.
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Follow the steps below:
Step 1: Enter the new Account Owner’s details in the required fields.
Step 2: Request a verification code. The code will be sent to the registered email address.
Step 3: Confirm whether the previous Account Owner still requires access to the products after the change.
Afterwhich, complete the reCAPTCHA and click Submit for immediate processing.
If the current Account Owner does not have access to their registered email address
If the current Account Owner no longer has access to their registered email address or is no longer with your firm, you will need to contact your Account Manager for assistance.
They will guide you through the process to update the Account Owner details.
Updating account information
Within the Dashboard page, users will see a section titled Your Company, displaying general company details, company billing address and mailing address. To update any of the account information, users must select the Update icon at the bottom right hand corner of the Your Company section. Users will be directed to a Company Details screen where account information can be entered accordingly. Once changes have been entered, users must select submit.
Submitting feedback to BGL
On the top right hand corner of the Dashboard page, users will see a series of icons. Selecting the second icon across will direct users to the Feedback page.
The Feedback page will contain the users name and email address. Users will be able to select the page that their feedback relates to and type their feedback in the box below. Once feedback has been entered, users must select submit.
Organising Invoices
Within the Dashboard page, users will see a section titled Your Company Invoices. Existing invoices can be filtered by selecting the filter icon.
By clicking on the icon, users will see that invoices can be arranged by product, as well as a start and end date range. Once the filters have been set, users must select Apply.
Changing application
On the top right hand corner of the Dashboard page, users will see a series of icons. The fourth icon across is the BGL App switcher.
The BGL App Switcher will display the icons of each of the applications the user currently has a subscription for. Select the icon of the application you wish to be directed to.