Partners are the foundation of your partner program with Channeltivity you can: recruit, profile, vet, onboard partners and manage your Partners. You will have the flexibility to build Partner profiles with the attributes important to your Partner recruitment strategy, so you can analyze Partner results and determine what makes your ideal Partner.   

Determine if you want all Partner Users to be able to update their own Organization profiles or designate a User (Primary Contact) at each Organization to be responsible for updating the Organization profile in the Partner Profile Settings. You can also configure the Internal User Requests functionality to specify who can request additional Users be added to the system.   

Partner Profile and Internal User Requests Configuration 

Scroll down the page to configure the Primary Partner Manager functionality and the Become a Partner Form's name and page description.  

  • Primary Partner Manager - If enabled, the first Manager assigned to a Partner will become the Primary Partner Manager. Learn more about this topic here: What is a Partner Manager?
  • Become a Partner- Enable, rename or disable the Become a Partner Form in the "Become a Partner" Form section. You can also add a page description that will appear at the top of the form to provide instructions for those filling out the form. 

Primary Partner Manager and Become a Partner Form Enable/Disable Setting