This article explains how Internal Non-System Admins, such as Partner Managers, can create new Partner/Distributor Users and promote Contacts to Users.

Partner Management - Users & Contacts Lister View



For more information on Users & Contacts, check out the following articles:



Internal Non-System Admin Permission Requirements:


Internal Non-System Admin Users assigned to Internal Groups that include one of the following permissions can create new Partner and Distributor Users as well as promote Contacts to Users:


  • Partner Administration Access – Full access to all Partner data. Allows for creating new Users and promoting Contacts to Users, provided that Smart Groups are enabled.
  • Partner Manager Module Access – View Partners they're assigned to as a Partner Manager, administer their Users and Contacts, and manage their profile data, Agreements, Email Domains, and History.


Smart Groups Requirement:


Partner and Distributor Users created by Non-System Admins will be automatically assigned to Smart Groups based on their profile data. 


Therefore, for Internal Users (who are not System Admins) to create new Partner and Distributor Users and promote Contacts to Users, your portal must have at least one Partner Smart Group, and if using the Distributor module, at least one Distributor Smart Group must be configured.

New User Screen - (Non-System Admin View)


Creating New Partner Users & Contacts:


  1. Navigate to the "Partner Management" module in the left-hand menu.
  2. Select Users & Contacts from the sub-navigation.
  3. Click the “New” button and choose one of the following:
    • New Contact – Creates a Contact record (an individual linked to the Organization without portal access). Contacts from Active Partner Organizations can later be promoted to Users.
    • New User – Creates a new Partner User. The User will be automatically assigned to Smart Group(s) based on their profile data.
  4. Enter the individual's email address and assign them to the appropriate Organization.
  5. Click the "Invite" button to send the User's account activation email, which includes the User's unique account activation link.

NOTE: If using the Salesforce or Hubspot Partner Sync integrations, check to make sure the person is not already listed as a Contact in Salesforce/HubSpot BEFORE creating a new Partner User in Channeltivity. This prevents Channeltivity from creating a duplicate Contact in Salesforce/HubSpot via the Partner Sync Integration. If the person is listed as a Contact in Salesforce/Hubspot, you'll sync the Account/Company to Channeltivity, which will also sync the associated Contacts to Channeltivity. You'll then promote the Contact to a User using the instructions in this article: How Do I Promote Contacts to Users?.


Creating New Distributor Users & Contacts:


  1. Navigate to the "Distributor Management" module in the left-hand menu.
  2. Select Users & Contacts from the sub-navigation.
  3. Click the “New” button and choose one of the following:
    • New Contact – Creates a Contact record (an individual linked to the Organization without portal access). Contacts from Active Distributor Organizations can later be promoted to Users.
    • New User – Creates a new Distributor User. The User will be automatically assigned to Smart Group(s) based on their profile data.
  4. Enter the individual's email address and assign them to the appropriate Organization.
  5. Click the "Invite" button to send the User's account activation email, which includes the User's unique account activation link. 


Additional Actions Non-System Admins Can Perform:


In addition to creating new Users/promoting Contacts to Users, Non-System Admins can also complete the following actions:

  • Update User Profile Data – Excludes User Group assignments. Manual Group assignments must be performed by a System Administrator.
  • Update Contact Profile Data
  • Delete Users and Contacts
  • Disable Users