www.mgiworld.com Last update November 2013 MGI website How to edit your directory entries It is essential to get your firm’s and people’s information right. This data not only appears in the online directory but is also exactly what will appear in the printed version which is published at the beginning of each year. It is each firm’s responsibility to make sure its directory information is correct. Logging in You need login details. If you don’t have, or have lost, a username/password combination, please send me an email and I will set you up as a user To login, click on the dark blue Member Login box and enter your Username and Password and click on Login to MGI Member Area You will be taken straight to the MGI Member Area If you allow your browser to remember your password you will stay logged in on this computer. Categories of user There are three categories of user. You can be any combination of these or none – it’s your firm’s choice. They are defined in the the firm’s editing area (see below). Public The person is listed with their details in the directory (online and printed) and can be found in directory searches. Users who are not Public do not appear in search results or the directory but can use all pages in the members’ area. Key contact A Key Contact who is Public will be indicated as a key contact for an office in the directory (online and printed). Key Contacts who are Public must be senior professionals who speak English and can deal with international business issues. All Key Contacts (public or not) receive mailshots (email circulars) directed to the Circle, Area or Worldwide. You may use the combination Key Contact + not Public for staff whom you want to receive circular emails but are not to be listed in the directory or in searches and are not expected to deal with international business. Firm Admin There must be one and only one Firm Admin per office. This person can change the office details and add, remove and edit users. If you want the same person to be admin for all your firm’s offices, you will have to add them as a user to each office. If you have only one user allocated to an office, that user is the admin by default. MGI website – guide to editing directory information Editing your information Edit your individual information Once logged in, click on EDIT YOUR PROFILE just above the Knowledge Hub wheel. You will go to your individual profile, which you can edit as you please. It is essential that you check your details and that at least your name and email You can change your username and password to be more easily memorable if you wish. All other information is optional and will appear in the directory if you are “Public”. Click on “Apply changes” when you have finished. If you are a public key contact we strongly encourage you to insert a mobile phone number. Edit your firm’s profile You can only edit your office details (address etc) if you are office admin user for that office To see the office details click on the link next to “Your office at the top of your profile” or another office if you have more than one. If you are a firm admin for an office you can edit this information, if not you will see the information but not be able to edit it. One of your offices is designated as the main office. You cannot change which one – if it needs changing, please ask us. You can edit all your firm’s info except the name. Remember to click on “Save changes” when you’ve finished. Edit, add and remove people (users) Underneath the office profile you will see a list of people (MGI users) registered at that office. Edit user Click on their name and edit their information. If you have more than one office, these changes will be made to their entry for all offices where they are registered in your firm (see below). Add a person There are two options shown: • Add a new user to the system. This new person will be added to the office which you are editing . • Add an existing user. This is where a person in your firm is already registered in the system and you want them to appear in more than one office. You should be editing the office where you want to add them. Remove user Click on Remove next to their name in the list of people for that office. Note that if this user is registered in the database at more than one office, you will only delete them from the office where you are editing. If this user is only registered in your firm at this one office then you will delete them from the MGI database altogether. You will get a warning message first. (Of course you can always add them in again but you’ll have to insert all their information from fresh). 2 MGI website – guide to editing directory information Problems or queries If you have any questions please email Maxine Brock on [email protected]. 3