Users, Groups, & Partner Onboarding

Admin User Welcome Kit
Congratulations on becoming a User in Channeltivity! We have provided you with this Admin User Welcome Kit to set you up for success using the portal. This ...
Tue, 4 May, 2021 at 10:31 AM
Partner Approval and Onboarding Guide
Onboarding Partners is a key element of using Channeltivity and the Partner Management module makes it easy to recruit, profile, vet, and onboard new Par...
Fri, 13 Nov, 2020 at 3:30 PM
What is the difference between "Become a Partner" and "Request Access" forms?
The "Become a Partner" form is for prospects to apply to become a part of your partner program. Become a Partner form submissions create a new ...
Wed, 9 Dec, 2020 at 4:39 PM
What is the Difference Between a Primary Contact and a Key Contact?
In the Users & Contacts sections of an Organization's details page, you'll see two columns, "Key Contact" and "Primary Contact&...
Tue, 27 Oct, 2020 at 4:54 PM
What is a Partner Manager?
A Partner Manager is an Internal User that's assigned to an Active Partner Organization as Manager. Partner Managers have access to the Partner's ...
Wed, 12 Jan, 2022 at 12:12 PM
What’s the Difference Between a Partner Manager and a Region Manager?
Partner Managers are Internal Users assigned to Partner Organizations as Managers. They have the ability to manage the Profiles, Deals, Leads, Business Plan...
Fri, 1 Oct, 2021 at 12:02 PM
How Do I Edit a Group?
Once a Group is created, you can edit the name and update/change the permissions assigned to the Group by going Admin > Groups > clicking on the name ...
Wed, 5 Jan, 2022 at 5:03 PM
How Do I Make a User an Admin?
What is an Admin User? An Admin User is an Internal User assigned to an Internal Group that includes the "System Administration" permission. S...
Thu, 4 Nov, 2021 at 1:13 PM
How do I manage User Requests?
The Request Access form allows an individual to Request Access to your portal. Once the request is submitted, Admins receive a notification in the portal Sy...
Tue, 7 Dec, 2021 at 12:01 PM
What is User Impersonation and how do I impersonate a User?
What is User Impersonation? User Impersonation allows Administrators to access and operate Channeltivity as if they were logged in as that User. Why...
Mon, 9 Aug, 2021 at 11:39 AM