Getting Started Guide for 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.
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!
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.
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. The following initial steps are tailored to users with the Customer User role. If you have the Customer Admin role, we suggest the following Getting Started Guide for Admin users.
1. 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 option "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.
2. Create a Case
If you have any issues or questions about your CGM product, you can create a Support Case.
There are two procedures to create a Case:
- Use the "Support Wizard", which will guide you step-by-step in creating your Case.
- Use the "Create Case" form for an even faster Case creation process.
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.
- at the top on the right side
- Use the SUPPORT menu
3. 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: 
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.
4. 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.
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 distinguish it from other individual filters.
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 individual filters you have created.
