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:


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. 

 Region Settings Screen



Setting up and Managing Region Teams:


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: