.png){kind=logo}
EZGuard Tasks, Users and Licenses Manager
Management - Tasks
Where I can see tasks in the system?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Tasks" button
Here you can see all your tasks you have
How to filter sites in tasks?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Tasks" button
Select the company you want to see
At the top of the table, next to the company name, there is a "Filter by Site and phones" button
As you click on that, a drill down list will be open where you can choose from
How to filter tasks by task type?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Tasks" button
Select the company you want to see
At the top of the table, next to the company name, there is a "Filter by Task Type" button
As you click on that, a drill down list will be open where you can choose from
How to change the company in tasks management?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Tasks" button
Select the company you want to see
At the top of the table, you can see the current company name
As you click on the company name, a drill down list will be open where you can choose from
How to add task to a site in the task management?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Tasks" button
Select the company you want to see
Choose the time on the calendar and click on the calendar
As you click on the calendar, a task edit window will be open
You need to fill all the require
When finished editing, click on "Save" at the window
How to edit task in the task management?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Tasks" button
Select the company you want to see
Click on the tasks you want to edit and an edit window will be open
When finished editing, click on "Save" at the window
How to delete a task in the task management?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Tasks" button
Select the company you want to see
Click on the tasks you want to delete and an edit window will be open
At the bottom of the window, at the left side there is a "Delete" button
As you click on that, the tasks will be deleted
Management - Users
Where I can see the EZGuard users?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Here you can see all your users you have
Where I can see the inactive users?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Under the title "Active" click on "Yes" and a drill down list will be open
Choose "No" to see inactive users or "All" to see active and inactive users
Where I can see the role (permissions level) of a user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Under the column "Role" you can see the permission level
Where I can see to which company and site the user is assign to?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Under the column "Assignments" you can see the company and sites
Where I can see when the user was created?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Under the column "Created" you can see the date and time that the user was created
Where I can see when was the last time that the user logged in?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Under the column "Last Login" you can see the last date and time that the user logged in
Where I can see the user timezone?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Under the column "Timezone"
Where I can see the user Language?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Under the column "Language"
How to export users' data?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
At the top right corner, there is an "Export Data" button
As you click on that, you can choose the "Excel – Rae Data"
As you click on that, an excel file will be downloaded to your "Download" folder in your computer
How to edit a user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
When finished editing. Click on "Save" at the bottom of the page
How to add new user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
At the top right corner, there is an "+Add" button
As you click on that, an edit page will be open
When finished, click on "Save" at the bottom of the page
How to change an email address for user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "User Details" there is an "Email Address" title
Next to the email address, there is a "Change" button
As you click on that, you can change the email address
When finished editing, click on "Save" at the bottom of the page
How to inactive a user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "User Details" there is an "Active" title with switch button
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to change the user's details?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "User Details" you can change that first name, last name and phone number
When finished editing, click on "Save" at the bottom of the page
How to change the language for a user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "User Details" there is a "Language" title where you can change the language
When finished editing, click on "Save" at the bottom of the page
How to change the time zone settings for a user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "User Details" there is a "Timezone" title where you can change the time zone settings
When finished editing, click on "Save" at the bottom of the page
How to set a summary event log report for a user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "User Details" there is a "Summary Event Log Report" title with switch button
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to set new password for a user?
Note – only a user with high level of permission can change user password. If a user forgot his password, he can change by click on "Forgot password" on the log in page
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "Password Change" there is a "Set New Password" title
There you can set new password for the user
When finished editing, click on "Save" at the bottom of the page
How to add a logo for a user?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "User logo" there is a "Select Image" button
As you click on that, you can upload a new image
When finished editing, click on "Save" at the bottom of the page
How to change the user role (permission level)?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "Role" you have a drill down list to choose from
Report only - Can only get reports
Viewer - Can view reports, sites and phones (can't edit)
Operator – can see reports, panic alert. Site and phone in view only mode
Supervisor – can view reports, panic alert and edit sites and phones. Can also edit and add users as operator level
Editor – Can view reports, add and edit sites, phones, forms and users
Administrator - Can view reports, add and edit sites, phones, forms, users and licenses
When finished editing, click on "Save" at the bottom of the page
How to set / change the user's assignments to sites?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Users" button
Next to the user's name, there is an "Edit" button
As you click on that, an edit page will be open
Under the title "Assignments" you can see the list of the companies
As you click on the companies you can see the sites under it
Mark / unmark the checkbox next to the company / site name to assign / unassign to them
When finished editing, click on "Save" at the bottom of the page
Management - Licenses
1. How to add a new license?
1.1. To order a new EZGuard license you need to contact as for new purchase and we will add for you a new license
2. How to edit a license?
2.1. Enter EZGuard website
2.2. In the menu on the left side, scroll to the Management menu
2.3. Choose "Licenses" button
2.4. Next to the license name, there is an "Edit" button
2.5. As you click on that, an edit page will be open
2.6. When finished editing, click on "Save" at the bottom of the page
3. Where can I see if the license is vacant?
3.1. Enter EZGuard website
3.2. In the menu on the left side, scroll to the Management menu
3.3. Choose "Licenses" button
3.4. Under the column "Statues" you can see if the license is in use or vacant
3.5. You can change the filter under the "Status" title by clicking on "Vacant, IN.." and change the filter
4. Where can I see the date that the license was created?
4.1. Enter EZGuard website
4.2. In the menu on the left side, scroll to the Management menu
4.3. Choose "Licenses" button
4.4. Under the column "Created"
5. Where can I see to which company the license assigns to?
5.1. Enter EZGuard website
5.2. In the menu on the left side, scroll to the Management menu
5.3. Choose "Licenses" button
5.4. Under the column "Company"
6. Where can I see to which Site the license assigns to?
6.1. Enter EZGuard website
6.2. In the menu on the left side, scroll to the Management menu
6.3. Choose "Licenses" button
6.4. Under the column "Site"
7. Where can I see to which phone the license assigns to?
7.1. Enter EZGuard website
7.2. In the menu on the left side, scroll to the Management menu
7.3. Choose "Licenses" button
7.4. Under the column "Phone"
8. Where can I see when was the last activity of the license?
8.1. Enter EZGuard website
8.2. In the menu on the left side, scroll to the Management menu
8.3. Choose "Licenses" button
8.4. Under the column "Last Activity"
9. Where can I see when was the last activity of the license?
9.1. Enter EZGuard website
9.2. In the menu on the left side, scroll to the Management menu
9.3. Choose "Licenses" button
9.4. Under the column "Last Activity"
10. Where can I see the latest invoice for a license?
10.1. Enter EZGuard website
10.2. In the menu on the left side, scroll to the Management menu
10.3. Choose "Licenses" button
10.4. Under the column "Latest Invoice" – Green "v" sign = paid, orange "X" sign = not paid, red mark= not paid over 3 months
11. Where can I see the renewal status?
11.1. Enter EZGuard website
11.2. In the menu on the left side, scroll to the Management menu
11.3. Choose "Licenses" button
11.4. Under the column "Renewal Status"
12. How to export license data?
12.1. Enter EZGuard website
12.2. In the menu on the left side, scroll to the Management menu
12.3. Choose "Licenses" button
12.4. At the top right corner, there is an "Export data" button
12.5. As you click on that, you can choose "Excel – Raw Data"
12.6. As you click on that, an excel file will be downloaded to your download folder in your computer
13. How to change the license assignment ?
13.1. Enter EZGuard website
13.2. In the menu on the left side, scroll to the Management menu
13.3. Choose "Licenses" button
13.4. Next to the license name, there is an "Edit" button
13.5. As you click on that, an edit page will be open
13.6. Under the title "General Details", there is a button "Change Assignment"
13.7. Note – you can not change a license assignment if it I in use. Make sure to disconnect it firs
14. Where can I see the license history?
14.1. Enter EZGuard website
14.2. In the menu on the left side, scroll to the Management menu
14.3. Choose "Licenses" button
14.4. Next to the license name, there is an "Edit" button
14.5. As you click on that, an edit page will be open
14.6. Under the title "License History" you can see the license history