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Portal Overview and Structure

Portal Overview and Structure

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Overview

Once you have logged on to the CGM PORTAL, the DASHBOARD is displayed.

Structure

The CGM PORTAL with its Dashboard is structured as follows:

1	Notifications	Via the notification functionality, you are informed about certain events within the portal, e.g. status of a ticket has changed a new comment has been added etc. For more information, see articles "Notifications" and "Notification Settings".
2	Profile menu	The Profile menu indicates the name of the user and the role (see also article Displaying your profile). Here, you can display or change profile-related information and can access relevant profile settings. See also the following articles Changing the Password Forgotten Password Default Language Displaying your profile Marketing Preferences Notification Settings Personal and Organization Details Settings Support Cases
3	Navigation bar	The Navigation bar on the left side provides access to the various menu options. In general, the following menus are available: DASHBOARD MYORG SUPPORT KNOWLEDGE NEWS
4	Quick Create section	On the Dashboard, the Quick Create section is available at the top on the right side and via the blue-white '+' icon at the top on the left side. The quick access buttons at the top on the right side are available on the Dashboard only. The quick access functionalities on the left side are available via the '+' button. Since the '+' button is part of the menu bar, these quick access buttons are always available, irrespective of where you currently are in the CGM PORTAL. Depending on the user role, the Quick Create section provides direct access to main functionalities, such as Support Wizard Create Case
5	Slider	The slider displays up to three product-related images which can contain links to an external website to display further information.
6	Latest News	The Latest News section displays personalized News articles depending on your products. The News articles contain indicator labels to categorize the articles, for example: Important General Announcements Release Notes Support Sales etc. The pagination functionality enables you to browse in the pages for previous news directly on the Dashboard. This is available if more than 3 News articles are available. For more information, see also article News menu.
7	Support Cases	The Support Cases widget provides two case lists "All Cases" and "My Cases" for Admin users which display the last 5 updated cases each for a quick overview. For normal users only one list containing the "Support Cases" of the logged on user is displayed.
	Leads	Available on German Partner Portal Dashboard only Leads Status Widget (This Year / All Time) Displays the number of all Leads by status conversion rate for all Quote Leads (Quote Leads with status “Accepted” devided by all Leads) Visibility Restrictions VAR Super Admin or Admin users → See metrics of the entire organization VAR Ordering users → See metrics only created by them exclusively VAR Support users → Do not see any metrics VAR Asset Managers → Do not see any metrics
	Quotes	Available on Partner Portal Dashboard Quote Status Widget (This Year / All Time) Displays the number of all Quotes by status conversion rate for all Quotes Visibility Restrictions VAR Super Admin or Admin users → See metrics of the entire organization VAR Ordering users → See metrics only created by them exclusively VAR Support users → Do not see any metrics VAR Asset Managers → Do not see any metrics
	Orders	Available on Partner Portal Dashboard Order Status Widget (This Year / All Time) Displays the number of all Orders with status “Placed“ number of all Orders with status “Delivered“ Visibility Restrictions VAR Super Admin or Admin users → See metrics of the entire organization VAR Ordering users → See metrics only created by them exclusively VAR Support users → Do not see any metrics VAR Asset Managers → Do not see any metrics
8	Links / Documentation	The reference links provide you with quick links to useful product documentation and other resources. Clicking a link will open the resource in a separate browser tab.
9	CGM Chatbot	The CGM Chatbot helps you to quickly and easily search for information. Enter an error code, a search term, or a product. In addition, it is possible to be redirected to a Support Agent for individual help. Note: This feature is currently not yet available for all customers. For more information, see also article CGM Chatbot.