MYORG menu
Overview
The "MYORG" menu displays the details of the organization you are assigned to.
Header
At the top (header), your 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.
- For Admin users, this section is collapsible (via button Hide Details) and is collapsed by default. It can be expanded as needed by clicking the Show Details button.
- For non-Admin users (and IT Partners or Promo Partners), the organizational data is always expanded and cannot be collapsed.
Highlighted Actions and Charts
This section is displayed below your organizsational data and shows important metrics.
This section is only visible for the following roles:
- Customer Super Admins
- Customer Admins
- VAR Super Admins
- VAR Admins
Other user roles (such as IT Partner roles, Promo Partner roles, and all remaining partner and Customer roles) will not have access to the charts.
| Widget | Description |
|
Highlighted Actions |
This widget shows an overview of the most urgent actions based on your role. If you are an Admin user, it offers you an entry point for your most important to-dos regarding your organization. Customer Actions
VAR Actions
When clicking on any of the elements in the charts, the system navigates to the respective tab or menu and filters the results based on the requested criteria. |
|
Open Cases |
This widget considers all case statuses, except for:
It display the cases by Priority (Immediate, Urgent, Normal, Low) including the number of cases in each priority. Note: If there aren’t any cases in one of the listed priorities, the respective priority is not shown. When clicking on any of the elements in the charts, the system navigates to the Case List page and filters the results based on the requested criteria. |
|
Invoices |
This widget considers all invoices of the user’s organization and displays them by status (Paid, Not paid, Cancelled). When clicking on any of the elements in the charts, the system navigates to the Invoices tab and filters the results based on the requested criteria. |
|
Orders |
This widget considers all orders of your organization and displays them by status (Placed, Released, Scheduled, Installed, Delivered, Invoice created, Invoice paid, Rejected). Note: The system shows all statuses that are relevant for your specific role. For example, Scheduled and Installed are VAR-specific statuses and will only be displayed for VAR Admin roles. In addition, if for a status value no order is available, the status value is not shown. When clicking on any of the elements in the charts, the system navigates to the Orders list (or to the Order History tab, based on your role) and filters the results based on the requested criteria. |
Tabs
At the bottom, several tabs are available.
For most of the users, these tabs are organized into context groups. The exact tabs shown depend on your role, access rights, and the CGM company you are assigned to. If a section has no tabs available, that section is not shown at all.
| General | Transactions | Documents |
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For VAR users, the tabs are not organized into context groups. They are directly visible.
|
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 Meeting button.
Clicking the Book Meeting button will redirect you to the Booking page of the sales employee. Here, you can choose a time slot and confirm the appointment.
