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COMPUGROUP MEDICAL SE AND CO KGAA SAP

Getting Started Guide for Admin users

Welcome

Welcome to the CGM PORTAL!

This comprehensive platform serves as your go-to hub for accessing our knowledge base, your cases, your invoices, and even managing your organizational data. 

In this Getting Started Guide, we'll walk you through the CGM PORTAL's structure and help you take your first steps towards utilizing its features.

Let's get started on your journey with the CGM PORTAL!

Portal Overview

After successfully registering, it's time to log on to the CGM PORTAL and unlock its full potential!

If you log on for the first time, the system displays a Welcome text and a link to our Getting Started Guide. This information shall help you after your first login to quickly find your way in the system.

The pop-up includes a checkbox that you can activate to prevent that this Welcome pop-up is displayed again with the next login.

GettingStarted_Popup.png

Once logged in, you'll find yourself on the DASHBOARD. This hub offers quick access to essential features, keeps you updated with the latest news, and provides handy links to additional information resources. 

No matter what your role is, you will not only have access to the DASHBOARD but also to the following menus: 

  • MYORG: Directly manage your organization in the CGM PORTAL
  • SUPPORT: Get assistance and guidance whenever you need it. Create a Case with ease, or access the "Download Center".
  • NEWS: Stay in the loop with important updates and announcements.

Use the navigation bar on the left to easily navigate through these menus.

 

Don't forget to check out the top-right corner!

There, you'll find access to Notifications that keep you informed about Case updates, as well as various Profile Settings that allow you to personalize your CGM PORTAL experience. 

Get ready to explore, engage, and make the most out of your journey with the CGM PORTAL!

GettingStarted_Dashboard_EN.png

 

Across key pages and functionalities througout the entire CGM PORTAL, you will find help icons (question marks). Clicking such an icon will open the corresponding Knowledge Base article on the right side explaining the corresponding functionality.

SpotHelp_EN.png

 

Your First Steps

To become acquainted with the CGM PORTAL, we suggest starting with the following initial steps. However, feel free to explore the tool at your own pace and discover its full potential.

1. Create your Contacts

If you have an administrator role for your account, it's important to add employees or colleagues which should also have access to the CGM PORTAL.

To add a new contact, follow these steps:

1. Navigate to the MYORG menu.

2. Click on the "ADD NEW CONTACT" button.

3. Select an appropriate portal role for the contact based on the required authorization level and maintain the required fields. 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: A user with Super-Admin role in the portal is the main administrator of the 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 Admin:
    • similar layout as "User", but without restriction to see their own cases only
    • similar access as Admin role
    • view all cases of the organization
    • can be selected as Watcher

GettingStarted_MYORG_CreateContact_EN.png

If an employee/colleague used the self-onboarding process, you will receive a Contact Request. You can find these requests in the MYORG menu on tab "Contact Requests".

Review the open requests and either approve or decline them. Once approved, the contact will be available on tab "Contacts".

GettingStarted_MYORG_ContactRequests_EN.png

2. Check your Notifications

Have you received any notifications? You can find them by clicking on the bell icon next to the profile at the top on the right side.

If there are new notifications, you'll see a red dot next to the bell: PartnerPortal_Notifications_Bell_available notifications.png

Click on the bell to see the notifications. Unread notifications are marked with a red dot.

Clicking on a notification in the list will take you to the relevant object or information.

GettingStarted_Notifications_EN.png

3. Adjust your Profile Settings

To customize your experience, start by adjusting your profile settings.

Follow these steps:

1. In the top right corner, click on your profile and select "My Profile".

You'll see different tabs on the screen on which you can change data or access Cases:

  • Personal & Organization Details
  • Support Cases
  • Settings

2. Make the necessary changes according to your preferences.

GettingStarted_User_Profile_EN.png

4. Create a Case

We distinguish between Support Cases and Admin Cases.

  • Support Cases are used in case of issues/questions relating to a CGM product.
  • Admin Cases are used for administrative requests such as Billing, Invoicing, Contracts etc.

There are two procedures to create a Case:

  • Use the "Support Wizard", which will guide you step-by-step in creating your Case.
    SupportWizard.png
  • Use the "Create Case" form for an even faster Case creation process.
    CreateCase.png

Both functionalities can be accessed as follows: 

  • Use the Quick Create feature, which is available either
    • at the top on the right side
      or
    • on the left side via the '+' icon above the navigation bar.
      GettingStarted_Dashboard_QuickCreate_EN.png
  • Use the SUPPORT menu
    GettingStarted_Support_Create_EN.png
5. Set up personalized Case filters

By setting up your individual case filter, you can quickly and efficiently find the cases that are most relevant to you. Take control of your portal experience and save valuable time by using this powerful feature.

Although the Kanban Board and the Pie Charts in the SUPPORT menu already provide prefiltered case overviews, you can access a complete list of all your cases by clicking on the "View all cases" link.

GettingStarted_Support_Cases_EN.png

Each of these entry points in the SUPPORT menu provide the possibility to search for and filter your cases.

To create your personalized Case filter, simply follow these steps:

1. Click on the "Filters" button. This will display several drop-down fields with different filter options.

2. Choose the filter criteria that best suit your requirements.

3. Click on the ellipsis icon (three dots) located next to the "APPLY" button and select the "Save As New" option.

4. Now, give your filter a name and description to easily identify it.

5. Once saved, you can access your personalized filter whenever you need it. Just click on the "Filters" button, followed by the ellipsis icon, and select the "Browse List" option. Here, you will find all the filters you have created.

GettingStarted_Support_Cases_personalized_EN.png