Support Portal & Knowledge Base

Users, Groups, & Partner Onboarding 25

• Admin User Welcome Kit
• Partner Approval and Onboarding Guide
• What is the difference between "Become a Partner" and "Request Access" forms?
• How do I add the "Partner Type" field to the Become a Partner Form?
• What is the Difference Between a Primary Contact and a Key Contact?

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Partner Agreements 5

• What is the Partner Agreements Functionality and How Do I Use It?
• How Do I Manually Upload a Signed Agreement to a Partner’s Profile?
• How Do I Assign/Unassign Partner Agreements?
• How Do I Track Signed Agreements?
• How Do I Void and Correct a Signed Agreement?

Home Page and Widgets 13

• How do I control who appears in the Partner Managers Widget?
• How do I use the Articles Widget?
• How do I use the Hero Banner Widget?
• How do I use the Icons Widget?
• How do I use the HTML Code Widget?

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Library and Content 12

• How do Library Group permissions work?
• I Just Created a New Group. How Do I Give The Group Permissions to All Library Docs?
• How do I control the order of documents in the Library?
• How Do I Make a Library Document Appear in More Than One Folder?
• Can I move Folders in the Library?

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Deal Registration 10

• What is the Deal Registration Module and how does it work?
• How to configure the Deal Registration workflow
• How to Configure Deal Expiration
• What Deals can a User see?
• How to set up Deal Registration Region Permissions

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Email Notifications 11

• What Email Notifications Are Available?
• What is the Email Log and how do I use it?
• What is the Email Digest feature and how does it work?
• How do I send out automatic email reminders?
• How does Channeltivity send emails?

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Reports 3

• How do I use Dynamic Reporting to create custom reports and Views?
• How do I use Analysis View to Create Custom Chart and Pivot Table Reports?
• How Do I Share a Custom Report/View?

Training and Certification Module 7

• What is the Training and Certification Module and how does it work?
• How do I create Training Courses, Lessons and Quizzes?
• How do I create User and Organization Certifications?
• How do I track completed Courses and Certifications in the Training and Certification Module?
• What is a Publish Status and how is it used in the Training and Certification Module?

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Lead Distribution 7

• What is the Lead Distribution Module and how does it work?
• What happens when I assign a Lead?
• Why are the Lead details hidden from the Partner until they open the Lead?
• What Leads can a User see?
• How does the automatic Lead assignment field work?

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MDF 9

• What is the MDF Module and how does it work?
• What Is the MDF ROI Feature and How Does It Work With Deal Registration?
• What's the difference between the MDF Account Balance and Available Balance?
• What are the different types of MDF Transactions?
• How Do I Import MDF Funds?

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Business Planning 4

• What is the Business Planning Module and how does it work?
• How do I print a Business Plan?
• How do I unlock a Business Plan?
• How do I delete a Business Plan?

Co-Branded Collateral 2

• What is the Co-Branded Collateral Module and how does it work?
• How do I create and manage Co-Branded Collateral Assets?

Distributor 2

• What Is the Distributor Module and How Does It Work with Deal Registrations?
• How Does the Distributor Assignment Feature Work?

Referral 2

• What Is the Referral Module and How Does It Work?
• I'm trying to create a Referral for a Partner, but they're not showing up in the owner dropdown. What's going on?

News & Email Marketing 5

• What are the News & Email Marketing Modules and how do they work?
• How Do I Create News Items in the News Module?
• How Do I Create and Send Mailings?
• How Do I Track Email Marketing Metrics?
• How Do Users Update Their News Topic Selections?

Security, Privacy & Compliance 8

• How can Channeltivity help me comply with GDPR?
• System User Privacy Consent
• How do I track User Opt-Ins/Consent for GDPR compliance?
• How Do I Edit My Portal’s Privacy & Copyright Notice?
• What Is the Legal Terms Administration Functionality and How Does It Work?

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