Settings
Overview
The "Settings" tab enables you to define your preferred portal language, the notification settings, your marketing preferences, and/or your preferred organization that should be applied when logging in to the portal (provided your account is assigned to multiple CGM organizations).
Selecting the preferred language
By default, the system applies the language that is defined in your personal information (tab "Personal & Organization Details").
However, you can also define a different preferred portal language on the "Settings" tab. This can be adjusted any time.
Notification Settings
The notification settings enable you to activate/deactivate the following individual notification types by clicking on "On" or "Off" on the right-hand side.
By default, all available notification types are activated for you. If you do not want to be informed in a certain case, you can deactivate it.
- Case notifications:
- Status Update: Receive a notification if the status of a case which you are assigned to as Contact/Watcher is updated.
- New Comment: Receive a notification if a new comment is added to a case which you are assigned to as Contact/Watcher.
- Added Watcher: Receive a notification if someone has added you as Watcher to a case.
- Idea Space notifications:
- New Comment: Receive a notification if a new comment is added to an idea which you have created or voted for.
- Status Update: Receive a notification if the status of an idea that you have created or voted for is updated.
- Account notifications: (only available for Admin roles)
- Data Change Request: Receive a notification if the status of a submitted Data Change Request is updated.
- New User Request: Receive a notification if a new user registration request (of a Contact) for your organization was submitted.
- Order notifications: (only available for partners)
- Status Update: Receive a notification if the status of an order that you have created is updated.
- Lead notifications: (only available for partners)
- Status Update: Receive a notification if the status of a Lead that you have created is updated.
- New Lead: Receive a notification if you have been assigned to a Lead.
- Invoice notifications:
- New Invoice: Receive a notification if you have a new Invoice in your account.
- Status Update: Receive a notification via email or in-app if the status of an Invoice has been updated.
Here, you can distinguish between the following:
- In Portal Notification: notifications which are available via the bell icon within the CGM PORTAL
- Email notifications: notifications which are sent to your maintained email address to inform you about events in your CGM PORTAL account. In case of "Comment" email notifications, you can respond to the email.
Example:
By default, all available notification types are activated for you. If you do not want to be informed in a certain case, you can deactivate it.
IMPORTANT
Do not forget to click on the "SAVE CHANGES" button. Otherwise, your changes will not be applied!
Marketing Preferences
You can subscribe to/ unsubscribe from newsletters, surveys, etc.
The displayed areas depend on the CGM organization(s) your customer account is assigned to.
Selecting the preferred organization
The CGM PORTAL supports a multi-organizational structure, i.e. one contact person is working for multiple CGM customers (e.g. practices).
Example: A doctor works for two different practices and both practices are CGM customers. In this case, it is possible to distinguish in the CGM PORTAL for which practice a ticket should be created.
If you are assigned to multiple CGM customers, you can select your preferred/default organization that should be used every time you log in to the CGM PORTAL.
This can be defined on the "Settings" tab in your profile.
Prerequisites: You are authorized for both organizations. I.e., only organizations are displayed for which you have a respective role within the portal.
Switching between multiple organizations
If you are logged in to the CGM PORTAL, you can easily switch between your organizations to create or check Support Cases, Invoices etc. for the respective organization without having to use a different login. You can do this by clicking on the profile drop-down menu and selecting a different organization.
