The Region Settings within Channeltivity enable you to categorize Partners by location. The location is based on the country listed for their Partner record. Regions drive Partner Agreements, Deal access/visibility and Deal email notifications for Internal Users. Learn more about these topics in the below support articles:
- Partner Agreements
- How to set up Deal Registration Region Permissions
- How to set up Deal Registration Region Notifications
Regions are already set up within Channeltivity, but you can configure the Regions to meet your specific program needs. Add, delete and rename Regions by going to Settings > Portal Configuration > Region Settings. Instructions are listed below:
- Add a new Region: Click the New Region button and enter a title, then follow the steps in this article to add countries/states to the Region.
- Update the territories of an existing Region: Click the Manage Country/State Assignments button and follow the steps in this article.
- Rename a Region: Click the Actions button next to the Region you want to rename and select Edit.
- Delete a Region: Click the Actions button next to the Region you want to remove and select Delete.
- Assign Internal Users to Regions as Managers (applies to Deal Registration only): Click the Actions button next to the Region you want to assign a Manager to > Manage Region Team > Add Team Member.
Region Settings Screen
Assigning Deal Registration Region Team Managers:
If you want to give Internal Users Region-specific Deal Registration permissions or notify them only of Deals within their Region, click the Actions button next to a Region and select > Manage Region Team. You can then add Internal Users to the Region as Managers and remove existing Region Managers. Keep in mind multiple Users can be assigned to a single Region and Users can be assigned to multiple Regions.
Manage Region Team Screen
Once you've defined the Region Teams, you can set up Deal access and/or email notifications for Region Managers:
- How to set up Deal Registration Region Permissions
- How to set up Deal Registration Region Notifications