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Roles in the CGM PORTAL

Roles in the CGM PORTAL

For CGM PORTAL users, the following roles are available:

Admin: A user with Admin role in the portal has access to all functions in the portal. That means, an Admin can:

  • create and change Contacts
  • create Admin Cases and Support Cases
  • view all cases of the organization
  • view all invoices of the organization

Super-Admin: Represents the main administrator of the customer account.

  • similar access as normal Admin role. Difference: No other user can remove the Super-Admin authorization/role (even if the other user has a Super-Admin role). 
  • can change the role from Admin to User.

User: A user with a User role in the portal can:

  • create Support Cases for him-/herself
  • has read access to the organization

Customer Support Manager:

  • similar layout as "User", but without restriction to see their own cases only
  • view all cases of the organization
  • can be selected as Watcher

Support Admin:

  • based on the existing Customer Support Manager capabilities (can view all organization cases and act as a watcher)
  • is intended for team members who manage support operations but must not see invoices or use the Store
  • full read and write access in the "MY ORG" menu to manage organizational data and support-related settings
  • can onboard users and assign only the following roles:
    • Support Manager
    • User
  • can view and interact with "Data Change Request" and "Contact Requests"
  • Store menu and Invoices module are not accessible 
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