Support Portal & Knowledge Base

Users, Groups, & Partner Onboarding 15

• Admin User Welcome Kit
• Partner Approval and Onboarding Guide
• What is the difference between "Become a Partner" and "Request Access" forms?
• What is a Partner Manager?
• What is the Difference Between a Primary Contact and a Key Contact?

See all 15 articles

Partner Agreements 4

• 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 Partner Agreements?
• How Do I Track Signed Agreements?

Home Page and Widgets 10

• How do I control who appears in the Partner Managers Widget?
• How do I use the Hero Banner Widget?
• How do I use the Icons Widget?
• How do I remove margins from around content on a Custom Page?
• How do I use the HTML Code Widget?

See all 10 articles

Library and Content 11

• What are Document thumbnails and how do I use them in the Library?
• How do I control the order of documents in the Library?
• How do Library Group permissions work?
• Can I move Folders in the Library?
• How Do I Delete a Library Folder?

See all 11 articles

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

See all 10 articles

Email Notifications 10

• 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?

See all 10 articles

Reports 1

• How do I use Dynamic Reporting to create custom reports and Views?

Training and Certification Module 6

• 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?

See all 6 articles

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?

See all 7 articles

MDF 8

• What is the MDF Module and how does it work?
• 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?
• How do I move an MDF Request to a different Partner Organization?

See all 8 articles

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?
• How Does the Distributor Assignment Feature Work?

Referral 1

• What Is the Referral Module and How Does It Work?

Security, Privacy & Compliance 5

• How can Channeltivity help me comply with GDPR?
• How do I track User Opt-Ins/Consent for GDPR compliance?
• How Do I Update the Portal's Password Security Settings?
• How Do I Edit My Portal’s Privacy & Copyright Notice?
• System User Privacy Consent