Users, Groups, & Partner Onboarding
Congratulations on becoming a User in Channeltivity! We have provided you with this Admin User Welcome Kit to set you up for success with using the portal. ...
Wed, 3 Apr, 2019 at 10:37 AM
Onboarding Partners is a key element of using Channeltivity. This process includes reviewing and activating Accounts, setting Partner types, promoting Co...
Thu, 18 Apr, 2019 at 3:30 PM
The "Become a Partner" form creates a new Prospective Partner in Channeltivity and is meant for Partner Organizations that wish to join your pa...
Thu, 2 May, 2019 at 11:35 AM
User records represent the people logging into Channeltivity. There are four User statuses: Active: This User has an active account and can log in. Pendi...
Tue, 12 Jun, 2018 at 1:57 PM
Internal Users Internal Users cannot be moved to another Organization. The recommended workaround is to delete the User and create the User again under the...
Wed, 15 May, 2019 at 3:03 PM
By default, Channeltivity's PRM software doesn't allow you to assign anything to Pending Users. There are, however, situations where you might wan...
Wed, 15 May, 2019 at 3:10 PM
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...
Fri, 19 Apr, 2019 at 11:48 AM
In the Users & Contacts section of the Partner details page you'll see two columns, "Key Contact" and "Primary Contact": ...
Wed, 15 May, 2019 at 3:06 PM
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 profi...
Fri, 26 Apr, 2019 at 2:02 PM
What is User Impersonation? User Impersonation allows Administrators to access and operate Channeltivity as if they were logged in as that User. Why...
Wed, 15 May, 2019 at 3:12 PM