How to promote an employee to a standard contact (MPay)

1. Click on My Files on the left hand side of the FileGuardian home page.

 

2. Search for the Client's name in the search box at the top right

 

 

3.  Click on the FGXep rule

 

 

4.  Click on the HUB tab and then click on the employee's name

 

 

5.  Click on Promote within the employee record

 

 

6.  If you would like to promote the employee and also make the employee a HUB Administrator, then click Yes and then Promote employee.  If you just want to promote the employee but not make them a HUB Administrator, then clock No and then Promote employee

 

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