As an Admin User, you can create new Internal, Partner, and Distributor Users using the methods listed in this article. For more information on how to create Users, check out the following articles: 



Creating Internal Users: 


Internal Users have a unique internal view within Channeltivity. Internal Users can have administrative permissions and are responsible for updating the portal, giving Partners access, managing Partners, and managing Opportunities. Internal Users belong to Internal Groups and Internal Organizations


To create a new Internal User, go to the "Admin" module in the left navigation menu > Users.


Click the "New" button and select the "New Internal User" option to create one User at a time, or select "New Internal Users (Bulk)" to create up to 10 Users at a time.


If using the "New Internal User" option, you'll enter the User's email address and assign them to the appropriate Internal Organization. 


You'll then scroll down the page to the "Group Membership" field to assign the User to the appropriate Group(s) > Invite, which will trigger the Account Activation Email to the User. 


If using the "New Internal User (Bulk)" option, you'll enter up to 10 email addresses separated by semicolons, commas, or new lines. 


You'll then assign the Users to the appropriate Internal Organization and Group(s) > Invite, which will trigger Account Activation Emails to the Users. 


Creating Partner Users: 


Partner Users consume the content placed in the portal. They register and manage Deals/Opportunities along with the other functions provisioned by their Group permissions. Partner Users belong to Partner Groups and Active Partner Organizations.


NOTE: If using the Salesforce or Hubspot Partner Sync integrations, check to make sure the person is not already listed as a Contact in Salesforce/HubSpot BEFORE creating a new Partner User in Channeltivity. This prevents Channeltivity from creating a duplicate Contact in Salesforce/HubSpot via the Partner Sync Integration. If the person is listed as a Contact in Salesforce/Hubspot, you'll sync the Account/Company to Channeltivity, which will also sync the associated Contacts to Channeltivity. You'll then promote the Contact to a User using the instructions in this article: How Do I Promote Contacts to Users?.

 


To create a new Partner User, go to the "Admin" module in the left navigation menu > Users > New. Select the "New Partner User" option to create one User at a time or "New Partner Users (Bulk)" to create up to 10 Users at a time.


If using the "New Partner User" option, you'll enter the User's email address and assign them to the appropriate Partner Organization. If the Organization does not exist, you can create it by clicking the "New Active Partner" link.  


You'll then scroll down the page to the "Group Membership" field to assign the User to the appropriate Group(s) > Invite, which will trigger the Account Activation Email to the User. 


If using the "New Partner User (Bulk)" option, you'll enter up to 10 email addresses separated by semicolons, commas, or new lines. You'll then assign the Users to the appropriate Partner Organization and Group(s) > Invite, which will trigger Account Activation Emails to the Users. 



Creating Distributor Users (add-on module): 


Distributor Users also consume the content placed in the portal. They register and manage Deals/Opportunities for Partners along with the other functions provisioned by their Group permissions. Distributor Users belong to Distributor Groups and Distributor Organizations


To create a new Distributor User, go to the "Admin" module in the left navigation menu > Users > New. Select the "New Distributor User" option to create one User at a time or "New Distributor Users (Bulk)" to create up to 10 Users at a time.


If using the "New Distributor User" option, you'll enter the User's email address and assign them to the appropriate Distributor Organization, or if the Organization does not exist, you can create it by clicking the "New Active Distributor" link.  

You'll then scroll down the page to the "Group Membership" field to assign the User to the appropriate Group(s) > Invite, which will trigger the Account Activation Email to the User. 


If using the "New Distributor User (Bulk)" option, you'll enter up to 10 email addresses separated by semicolons, commas, or new lines. You'll then assign the Users to the appropriate Distributor Organization and Group(s) > Invite, which will trigger Account Activation Emails to the Users.