How do I set-up a contact as an employee administrator in FileGuardian (FGXm and FGXv)?

How do I set-up a contact as an employee administrator in FileGuardian to manage their employee list?

Millenium, Evolution

If this contact is set up as an employee, then see Section A.
If this contact is set up as a non-employee contact, then see Section B.

Section A (Contact is an employee)

  1. Log into File Guardian and go to My Files.

CurrentEmployeeM step1

 

  1. In the Client Files enter the client’s name in the search bar.

CurrentEmployeeM step2

 

3.   Click on FGXm on the right hand side.

CurrentEmployeeM step3

 

  1. Click on the Employees tab

 

CurrentEmployeeM step4

 

  1. Locate the contact in the employee list and click on their name

 

CurrentEmployeeM step5

 

  1. In the detail window that opens, click on the “Promote this employee” option on the right hand side.

 

CurrentEmployeeM step6

 

  1. A box will open and you will see a question asking if you want to make this individual a check stub administrator.  Chose ‘Yes’ and then click the ‘Promote this employee’.

CurrentEmployeeM step7

 

Section B (Contact is not an employee)

  1. In the FileGuardian website, go to the My Files area

NotEmployeeM - Step1

 

2.  Search for and open up the client by name

NotEmployeeM - Step2

 

3.  On the right side of the client detail page, click on the Add button next to Contacts.

NotEmployeeM - Step3

  1. Add the contact information for the individual and click save

NotEmployeeM - Step3(2)

 

5.  Once added, click on the FGXm

NotEmployeeM - Step4(2)

 

6.  Click on the “Employees” tab and at the bottom right there is a section that says “Add a new administrator?”  Click “Add” next to the individual you want to set up as the administrator.

NotEmployeeM - Step5

 

7.  The contact should now be shown as one of the Current Administrators

 

NotEmployeeM - Step6

 

 

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How to set-up a contact as an employee administrator in FileGuardian (FGX+)?

How do I set-up a client as an employee administrator in FileGuardian to manage their employee list?

If this contact is set up as an employee, then see Section A.
If this contact is set up as a non-employee contact, then see Section B.

 

Section A (Contact is an employee)

  1. Log into File Guardian and go to the FGX-Express area.

CurrentEmployeeStep 1

 

2.   Open the client’s FGX+ Rule

 

3.   Go to the employees tab

CurrentEmployeeStep 3

 

  1. Locate the contact in the employee list and click on their name

CurrentEmployeeStep 4

 

  1. In the detail window that opens, click on the “Promote this employee” option on the right hand side.

CurrentEmployeeStep5

 

6.   A box will open and you will see a question asking if you want to make this individual a check stub administrator.  Chose ‘Yes’ and then click the ‘Promote this employee’.

CurrentEmployeeStep 6

Section B (Contact is a non-employee)

  1. In the FileGuardian website, go to the My Files area

NotEmployeeStep 1

 

2.  Search for and open up the client by name

NotEmployeeStep 2

 

3.  On the right side of the client detail page, click on the Add button and add the new contact

NotEmployeeStep 3

4.    Add the name and contact information for the individual you want to set up as the administrator

NotEmployeeStep 4

 

5.    Once added, click on the FGX –Express area at the top of the page

NotEmployeeStep 5

 

6.    Open the client’s FGX+ Rule

NotEmployeeStep 6

 

7.    Go to the employees tab.  At the bottom right of the page, click the Add button next to the new contact’s name you want to set up as a client administrator.

NotEmployeeStep 7

 

8.    The contact should now be shown as one of the Current Administrators

NotEmployeeStep 8