Congratulations on becoming an Admin User in Channeltivity! We've compiled a list of support articles to set you up for success using the portal. This kit is divided into the below three sections/categories:
- The Basics - Learn how to manage day-to-day Admin tasks such as approving User Requests, updating Library content, and more.
- Helpful Tools & Features - Learn how to reset User passwords and impersonate other Users in the system to test permissions.
- Channeltivity Support & Knowledge Base - Learn how to access our extensive Knowledge Base of support articles and contact our support team for assistance.
- Channeltivity Support and Contact Methods - Learn how to access our extensive Knowledge Base of support articles and contact our support team for assistance.
- Navigation and Controls - Enjoy a walkthrough of Channeltivity's User Interface that takes you through the system's navigation elements and controls.
- Portal Skin Manager - Change the portal's color scheme and logo using the Portal Skin Manager.
- Home Page Configuration- Add content to your portal home page using Widgets.
- Groups, Users & Organizations- Manage Group permissions, Users, and Organizations.
- Permissions - Use permissions to segment and specify access to content in various areas of the portal.
- Resource Library - Learn how to create folders, upload content, and control access to content using permissions.
- Partner Approval and Onboarding Guide - Learn how to recruit, profile, vet, and onboard new Partners.
- Reporting - Explore Channeltivity's reporting capabilities.
Helpful Tools & Features:
- User Impersonation - Learn how to access and operate Channeltivity as if you were logged in as another User to test permissions and content.
- Reset a User's Password - Reset passwords for Users who have forgotten their passwords or allowed their passwords to expire.
- Email Digest Feature - Bundle portal activity email notifications into a single email.
- Email Log - Search, preview, and resend failed emails that were sent from your portal.
Knowledge Base & Channeltivity Support:
Our top priority is delivering unparalleled customer support to ensure the utmost satisfaction of our customers. Therefore, we encourage you to contact our Support Team with any questions, feedback, ideas, concerns, or training needs.
Additionally, we recommend utilizing our extensive Knowledge Base, which offers convenient access to troubleshooting solutions and other helpful information. The Knowledge Base is divided into the categories listed below.
- Channeltivity Welcome Kit - Includes tools and resources to help you set up, configure, manage, and launch your portal.
- How to User Guide - Includes documentation on how to use the system and perform specific tasks.
- Implementation Guide - Provides step-by-step instructions to customize and configure your portal to meet your partner program needs.
- FAQs and Best Practices - Discover best practices to help you reach your channel goals using your Channeltivity portal and get the answers to some of our most frequently asked questions.
- API & Integrations- Includes documentation for the following items: