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In managing the companies in EZGuard, you can manage all the settings that affect the company in general and some of the website settings in particular.
Management - Companies
What is a company?
At first, a company will be registered as the company that purchased the system.
In addition, if you want to create a group and under it several sites, you must create a new "company".
How do I add a new company?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
From the top right, click on the "+Add" button
When clicked, a new company window will open
Please note – to complete adding the new company, you have to fill in all the details in Asterisk and Red.
When you have finished filling in the details, click on "Save" at the bottom of the page
General Settings:
How do I turn a company to "not active"?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to turn to "not active", there is a button next to the company name "Edit"
Under "General Settings" there is a line called "Active"
Next to the "Active" line you have a switch button
When you click the switch button it will turn to "Off"
When finished, click on "Save" at the bottom of the page
How can I check if I turned a company to "Not active"?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Under the column "Active" the default will be "Yes = Active
To see companies that not active, you need to click on "Yes" and it will open the option to choose "Not" or "All"
As you choose "Not" or "All" you will se the companies that not active
How do I change the company name?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Under "General Settings" there is a line called "Name" you can change the name of the company
When finished, click on "Save" at the bottom of the page
How do I change the company logo?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Under "General Settings" there is a title "Company Logo"
There is a button called "Select Image"
When you clicked on that button, your computer files will open and you can choose an image from there
When finished, click on "Save" at the bottom of the page
How do I activate biometric identification?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Under "General Settings" there is a title "Biometric identification required on app startup"
Next to that, you have a switch button
When you click the switch button it will turn to "On"
When finished, click on "Save" at the bottom of the page
How do I change default send time in a company?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Under "General Settings" there is a title "Reports Settings"
Next to the line "Default Send Time", you can change the time
When finished, click on "Save" at the bottom of the page
How do I add a title at the top and at the bottom of the reports files?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
You have two lines settings "Header Customization" and "Footer Customization"
When finished, click on "Save" at the bottom of the page
What is "UTM Standard"?
UTM = Universal Transverse Mercator
This is a position recognition method by latitude and longitude coordinates (waypoint)
How do I activate UTM Standard?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Under "General Settings" there is a title "Reports Settings"
Next to the title "UTM Standard Active" you have a switch button
When you click the switch button it will turn to "On"
When finished, click on "Save" at the bottom of the page
Personnel:
How to add an employee to the company?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Under the title "personnel" you have a button "+Add Person"
When you click that button, an edit window will open
As you finished fill the details you need, click "save"
After that, click "save" again at the bottom of the page
How to turn an employee to "Not Active"?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Next to the employee's name, click on "Edit" button
On the employee edit window, next to the title "Active" there is a switch button
Turn the Active button to "Off"
When finished edit, click on "save"
After that, click "save" again at the bottom of the page
How to update employee information?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Next to the employee's name, click on "Edit" button
An edit window will open
When finished edit, click on "save"
After that, click "save" again at the bottom of the page
How to download employee QR barcode?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Next to the employees' names you have a checkbox
Mark the checkbox next to the employee that you want to download their QR barcodes
At the top of the employees list, a "Get Barcode" button will be available
Click on "Get Barcode", choose the template
Click on "Download Barcode(s) PDF"
As you click this button, a PDF file will be downloaded automatedly to your download folder in your computer
How to download employees list?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Next to the employees' names you have a checkbox
Mark the checkbox next to the employee that you want to see in the list
At the top of the employees list, an "Export List" button will be available
As you click "Export List" button, an Excel file will be automatically be downloaded to your download folder in your computer
How to create a personnel attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Next to the employees' names you have a checkbox
Mark the checkbox next to the employee that you want to see in the list
At the top of the employees list, an "Create a Personnel Attendance Report" button will be available
As you click on that button, a report creation window will open
When you finished selecting your preference for the report, click on "Create report"
As you click " Create report " button, an Excel/ PDF file will be automatically be downloaded to your download folder in your computer
How to add a location \ role \ to the attendance register?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Under the title "Locations" you have a button "+Add"
As you click "+Add" button, a window will open to write the location name
When finished write the location name, click on "save"
After that, click "save" again at the bottom of the page
How to disable a location in the attendance register?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Under the title "Locations" you can see the locations you have
Next to the location name you want to disable, you will have a "Disable" button
As you click that button, the location will turn to disable
After that, click "save" at the bottom of the page
How to edit a location at the attendance register?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Under the title "Locations" you can see the locations you have
Next to the location name you want to disable, you will have a "Edit" button
As you click that button, an edit window will be open
When finished edited, click "save"
After that, click "save" again at the bottom of the page
How to add a shift to choose from in the attendance register?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Under the title "Shifts" you have a "+Add" button
As you click "+Add" button, a window will open to write the shift name
When finished write the shift name, click on "save"
After that, click "save" again at the bottom of the page
How to edit a shift in the attendance register?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Under the title "Shifts" you have the shifts that you have able
Next to the shift name that you want to edit, there is a button "Edit"
As you click that button, an edit window will be open
When finished edit the shift name, click on "save"
After that, click "save" again at the bottom of the page
How to disable a shift in the attendance register?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Personnel" category
Under the title "Shifts" you have the shifts that you have able
Next to the shift name that you want to edit, there is a button "Disable"
As you click that button, the shift will turn to disable
After that, click "save" at the bottom of the page
Status Management:
What are Statuses?
When receiving a new report such as: forms, reports, scans, tasks and more it can be set that the report will be received with the setting of "Status"
The default statuses are: "New", "Processing" and "Closed"
How to apply automatic status for items?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the "Statuses" title you will see "Automatic status for new items"
Under this title, you will see deferent switch buttons to activate the automatic status option
When finished, click on "save" at the bottom of the page
How to add customer status?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the title "Customer Statuses", next to each status you have a +New Customer Status" button that you can click on it and add a new customer status
As you click that button, a edit window will be open
When finished editing the customer status, click on "Save"
After that, click "save" at the bottom of the page
How to edit customer status?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the title "Customer Statuses" you will see the customer statuses the you have
Next to the status you want to edit, there is "Edit" button
As you click that button, an edit window will be open
When finished editing the customer status, click on "Save"
After that, click "save" at the bottom of the page
How to disable a costumer status?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the title "Customer Statuses" you will see the customer statuses the you have
Next to the status you want to edit, there is "Edit" button
As you click that button, an edit window will be open
At that window, you will see an "Active" switch
To disable this status, you need to turn off the active switch
When finished editing the customer status, click on "Save"
After that, click "save" again at the bottom of the page
How to add a required signature when update a status?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under "App Status Update Settings" title, you can choose to able or disable as you mark the checkbox next to "Signature required"
After that, click "save" at the bottom of the page
How to add permitted phones to edit statuses?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the title "Permitted Phones" you can choose the phones from the list below
When finished, click on "save" at the bottom of the page
How to add email recipients on status management?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the title "Recipients" you can add an email recipient by clicking on "+Add Recipient"
As you click that button, you will need to fill the name and the email address
When finished, click on "save"
After that, click on "save" again at the bottom of the page
How to edit recipient on status management?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the title "Recipients" you can see all the recipients that you have
Next to the recipient that you want to edit, there is a button "Edit"
When you click on that, a edit window will be open
When finished editing, click on "save"
After that, click on "save" again at the bottom of the page
How to remove recipient on status management?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Status Management" category
Under the title "Recipients" you can see all the recipients that you have
Next to the recipient you want to remove, there is a checkbox
Simply remove the mark on the checkbox
After that, click on "save" at the bottom of the page
Event Log:
How to set different events category to the event log ?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Where is the title "Events", you can see a button "+Add"
As you click this button, you will have the option to edit the event name
When finished, click on "Save"
After that, click on "save" again at the bottom of the page
How to disable an event category at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event you want to disable, there is an "Disable" button
When finished editing, click on "Save" at the button of the page
How to edit an event category at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event category you want to edit, there is a "Edit" button
When you click at "Edit" an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to add a subcategory event or dynamic field at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event category that you want to add a subcategory, there is a button "Sub-events / Dynamic Field"
When you click that button, the list of the sub-events and dynamic field will show (if you have already)
In that list, you will have a button "+Add Sub-Event" in the same line where is the "Sub-events" title
When clicking on that button, a window will open to choose the sub-event name
When finished, click on "Save"
After that, click on "save" again at the bottom of the page
How to disable a sub-event at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event category that you want to edit the subcategory, there is a button "Sub-events / Dynamic Field"
Next to the sub-event name, you will have a 3 dots button
When you click that button, a list will be open and you can choose "Disable"
When finished, click on "Save"
After that, click on "save" again at the bottom of the page
How to edit sub-event at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event category that you want to edit the subcategory, there is a button "Sub-events / Dynamic Field"
Next to the sub-event name, you will have a 3 dots button
When you click that button, a list will be open and you can choose "Edit"
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to delete dynamic field at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event category that you want to edit the subcategory, there is a button "Sub-events / Dynamic Field"
Next to the dynamic filed name, you will have a 3 dots button
When you click that button, a list will be open and you can choose "Delete"
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to edit dynamic field at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event category that you want to edit the subcategory, there is a button "Sub-events / Dynamic Field"
Next to the dynamic filed name, you will have a 3 dots button
When you click that button, a list will be open and you can choose "Edit"
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to duplicate dynamic field at the event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the event category that you want to edit the subcategory, there is a button "Sub-events / Dynamic Field"
Next to the dynamic filed name, you will have a 3 dots button
When you click that button, a list will be open and you can choose "Clone"
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to add positions on event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Next to the title "Positions" you will see "+Add" button
As you click that button, an edit window will open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to disable position on event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Under the "Positions" title you can see the position that you have able
Next to the position you want to disable, you have a "Disable" button
After choosing that option, click on "Save" at the bottom of the page
How to edit a position on event log?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Event Log" category
Under the "Positions" title you can see the position that you have able
Next to the position you want to disable, you have a "Edit" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
Tasks:
How to add new task category for a company?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Next to the "Tasks" title, you will see a "+Add" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to disable a task category ?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Next to the task category you want to turn to disable, you will see an "Disable" button
As you click on that, the task will turn to disable
When finished editing, click on "Save" at the bottom of the page
How to edit a task category?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Next to the task category you want to turn to disable, you will see an "Edit" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to add Sub task or dynamic filed to a task category?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Under the title "Tasks" you will see all your tasks category that you have
Next to the task name that you want to add a sub task or dynamic filed, you will see a column "Properties"
As you click on "Sub-tasks / Dynamic fields", you will see two chats – Sub-tasks and Dynamic fields
Next to each table name you will see a "+Add" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to disable a sub-task or dynamic field ?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Under the title "Tasks" you will see all your tasks category that you have
Next to the task name that you want to add a sub task or dynamic filed, you will see a column "Properties"
As you click on "Sub-tasks / Dynamic fields", you will see two chats – Sub-tasks and Dynamic fields
Next to the sub task or the dynamic field that you want to turn to disable, you will have a 3 dots button
As you click that, a drilldown list will appear and you will have "Disable" option
When finished editing, click on "Save" at the bottom of the page
How to edit sub-task or dynamic field?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Under the title "Tasks" you will see all your tasks category that you have
Next to the task name that you want to add a sub task or dynamic filed, you will see a column "Properties"
As you click on "Sub-tasks / Dynamic fields", you will see two chats – Sub-tasks and Dynamic fields
Next to the sub task or the dynamic field that you want to edit you will have a 3 dots button
As you click that, a drilldown list will appear and you will have "Edit" option
As you click on "Edit", a window edit will open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to duplicate dynamic field on tasks?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Under the title "Tasks" you will see all your tasks category that you have
Next to the task name that you want to add a sub task or dynamic filed, you will see a column "Properties"
As you click on "Sub-tasks / Dynamic fields", you will see two chats – Sub-tasks and Dynamic fields
Next to the sub task or the dynamic field that you want to duplicate, you will have a 3 dots button
As you click that, a drilldown list will appear and you will have "Clone" option
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to add app push recipients to a task?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Under the title "Tasks" you will see all your tasks category that you have
Next to the task name that you want to add a sub task or dynamic filed, you will see a column "App Push Recipients"
As you click the list, next to the list you want to add a recipient, you will see all the app users under that company and you can choose who you want as a recipient
When finished editing, click on "Save" at the bottom of the page
How to add an email recipient to tasks?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Tasks" category
Under the title "Tasks" you will see all your tasks category that you have
Next to the task name that you want to add a sub task or dynamic filed, you will see a column "Email Recipients"
As you click the list, next to the list you want to add a recipient, you will see all the emails under that company and you can choose who you want as a recipient
When finished editing, click on "Save" at the bottom of the page
Guidelines and Procedures:
How to add a new category on guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "guidelines and procedures" category
Next to the search box, you have a "+Add Category button"
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to delete a category on guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "guidelines and procedures" category
Click on the category you want to delete
As you clicked on the category you want to delete, you will see next to the title, on the right side, "Delete" button
Note – As you delete the category, the files you had in this category will be also deleted
When finished editing, click on "Save" at the bottom of the page
How to edit a category on guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "guidelines and procedures" category
Click on the category you want to edit
As you clicked on the category you want to edit, you will see next to the title, on the right side, "Edit" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to add guidelines and procedures to a category?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "guidelines and procedures" category
Click on the category you want to add guidelines or procedures
As you clicked on the category you want to edit, you will see next to the title, on the right side, "+Add File" button
As you click that button, an "Add file" window will be open
You need to choose the file name and to upload the file you need to click on "Select File"
You can upload any file from your computer
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to delete a file in a category on guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "guidelines and procedures" category
Click on the category you want to delete a guidelines or procedures
Next to the file you want to delete there is a "Delete" button
When finished editing, click on "Save" at the bottom of the page
How to edit a file in a category on guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "guidelines and procedures" category
Click on the category you want to edit a guidelines or procedures
Next to the file you want to delete there is a "Edit" button
As you click that button an edit window would be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to download a file to my computer from guidelines and procedures ?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "guidelines and procedures" category
Click on the category you want to download from
As you click the file name, the file will automatedly be downloaded to your computer
Contacts:
How to add a new group to contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Next to the search box, you have "+Add Group" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to delete a group in contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Click on the group you want to delete
Next to the group title, you have "Delete Group" button
Note – As you delete the group, the contacts will be deleted as well
When finished editing, click on "Save" at the bottom of the page
How to edit the group name in contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Click on the group you want to edit
You can change the group name in the title
When finished editing, click on "Save" at the bottom of the page
How to add a contact to a group in company contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Click on the group you want to add a contact to
Next to the group name, you have "+Add Contact" button
As you click that, a new contact row will be added to the group
When finished editing, click on "Save" at the bottom of the page
How to delete a contact in company contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Click on the group you want to delete a contact from
Next to the contact's name, you have a "Delete" button
When finished editing, click on "Save" at the bottom of the page
How to edit a contact in company contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Click on the group you want to edit a contact from
Here you can change the contact's name and phone number
When finished editing, click on "Save" at the bottom of the page
How to change the groups order in company contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Next to the group's name, you have arrows
As you click that arrows you can change the order
When finished editing, click on "Save" at the bottom of the page
How to change the contacts order in company contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Companies" button
Next to the company that you want to edit there is a button next to the company name "Edit"
Choose "Contacts" category
Choose the group you want to change the contact order in
Next to the contact's name, you have arrows
As you click that arrows you can change the order
When finished editing, click on "Save" at the bottom of the page