MYORG menu

Overview

The "MYORG" menu displays the details of the organization the logged-on user is assigned to.

At the top, the user's organization data is displayed. In addition, the system will display details of the associated Sales Employee and, if available, a button to directly book an appointment with the sales employee at the top. See section "Sales Representative Details".

 

Below, several tabs are available depending on the user's role and authorization. The most common tabs are listed below.

Tab	Description
Contacts	Displays all contacts belonging to the user's organization (main contact etc.) For more information, see article Contacts.
Contact Requests	Visible for the Customer Admin role. Displays open user registration requests of contacts.  The Super Admin user of the customer account needs to check and either approve or decline them. For more information, see article Contact Requests.
Invoices	Visible for the Customer Admin role. Displays open/completed invoices. For more information, see article Invoices.

 

 

Sales Representative Details

If maintained, the system will display details of the associated Sales Employee at the top.

Depending on the availability, you will also be able to directly book an appointment with the respective sales employee via the "Book an Appointment" button.

 

Clicking the Book an Appointment button will redirect you to the Booking page of the sales employee. Here, you can choose a time slot and confirm the appointment.