Promoting To Admin

Overview

If no Super Admin role has been assigned yet to a user of your organization, users can send a request with relevant details to promote themselves to Admin.

For this, the "Promote Myself To Admin" button is available on the Contacts tab in the MYORG menu.

 

The button will open a request form that you need to complete in order to submit the request.

Field	Description
Invoice ID	Mandatory field; the Invoice ID must be from the current year.
Invoice Amount	Mandatory field; the invoice amount must match the amount of the invoice mentioned in the Invoice ID field.
Approved By	Optional field; here you can enter the person who authorized the request.
Additional Information	Optional free text field
Checkbox	Mandatory field; the checkbox must be activated to confirm ownership or explicit permission.

 

Pending Approval

Once you have submitted the request and as long as the request is pending, a lable "Pending Approval" is displayed for your contact in the Contacts list.

Acception 

Once the request has been approved, your user role is updated to Super Admin role in the CGM PORTAL and a notification will be displayed.

Rejection 

If the request has been rejected, a rejection reason is provided, and the functionality to "Promote Myself To Admin" becomes available again on the Contact's tab of the MYORG menu. 

System Failure 

If the submission of the request failed, the following error message is shown: 
“The system encountered an error while submitting your request. Please try again later or contact your account administrator.”