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
To access the Products page from within MyBGL, users can select the Products option on the left hand side of the screen.
How to upgrade an existing product
Users are able to upgrade an existing product from within the Products screen. To upgrade the product, select the Upgrade button next to the product subscription that you wish to upgrade.
Select the upgrade quantity you wish to upgrade the subscription to.
Select the Get Price button at the bottom of the screen.
To preview how the price has been calculated, select View Price Calculation Detail
To proceed to payment of the invoice, check the box agreeing to the terms and conditions, then select Go to Payment.
Users will be redirected to the Payment Options screen. For further information on how to proceed with payment options, please refer to the MyBGL Billing article.
To note:
- If you are on a monthly subscription and have an existing default payment details, then the invoice will automatically be set to “Postpay Pending” which means the pending auto direct debit using your default payment details. You will have access to the upgraded level immediately.
- If you are on a monthly subscription and do not have an existing default payment details, then you will be prompted to set up your default direct debit for your subscription. You will have access to the upgraded level after setting up your default direct debit for your subscription.
- If you are on an annual subscription, you will have to make a payment to the invoice before being granted access to the upgraded level. Successful payment via Credit Credit card will immediately grant you access to the upgraded level. Payment via EFT or Cheque may take up to 3 working days before you have access to the upgraded level.
How to submit a downgrade request
Users are able to submit a downgrade request from within the Products screen. To submit a downgrade request, select the Downgrade button next to the product subscription that you wish to downgrade.
Select the downgrade quantity you wish to downgrade the subscription to.
Once the downgrade quantity has been selected, agree to the terms and conditions and select Send Downgrade Request.
Once selected, a downgrade request will be submitted to your BGL Account Manager for processing.
How to submit a cancellation request
Users are able to submit a cancellation request from within the Products screen. To submit a cancellation request, select the Cancel button next to the product subscription that you wish to cancel.
A confirmation message will appear, asking you to confirm that you are wanting to cancel your subscription. Select Yes if this is correct.
A cancellation request will be submitted to your BGL Account Manager for processing.
How to convert an annual subscription to a monthly subscription
Users are able to convert an annual subscription to a monthly subscription from within the Products screen. To change the subscription frequency from annual to monthly, select the Upgrade button next to the product subscription that you wish to upgrade.
Tick the Change your subscription to Monthly box at the bottom of the Upgrade page.
Once the box has been checked, agree to the terms and conditions by selecting OK.
Select the Get Price button at the bottom of the screen.
To preview how the price has been calculated, select View Price Calculation Detail
To proceed to payment of the invoice, check the box agreeing to the terms and conditions, then select Confirm to Upgrade.
The changes will then be processed. You can view the changes in the form of an invoice by selecting View All Billings.
How to convert a monthly subscription to an annual subscription
Users are able to convert a monthly subscription to an annual subscription from within the Products screen.
- To change the subscription frequency from monthly to annual, select the Convert to Annually button next to the product subscription that you wish to convert.
- Once the button has been selected, confirm your request by selecting OK.
Note: A renewal invoice will automatically be generated after converting from a monthly to an annual subscription. Users will be redirected to the billing page upon completion and the user can find their renewal invoice there.
How to purchase a new product on an existing account
Users are able to purchase a new product on an existing account from within the Products screen. To purchase a new product, select the Purchase New Product button at the bottom of the Products page.
Select Buy Now next to the product you want to purchase.
Select the quantity and subscription frequency, then select Add to Cart.
Users will be able to review the purchase details in the cart prior to purchasing. Information displayed will include the product, quantity, and price. If all information is correct, select Checkout.
Users will be directed to a purchase page, where there will be a final opportunity to review the General Details and Account Owner contact details. If all information is correct, agree to the terms and conditions, check the robot verification box and select Go to Payment.
The changes will then be processed. You can view the changes in the form of an invoice by selecting View All Billings.