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 profi...
Thu, 22 Apr, 2021 at 2:09 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, 14 May, 2021 at 11:38 AM
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...
Mon, 24 Aug, 2020 at 11:53 AM
What do the different User Statuses Mean?
User records represent the people logging into Channeltivity. There are four User statuses: Active: This User has an active account and is associated with...
Thu, 20 Aug, 2020 at 1:22 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...
Wed, 15 May, 2019 at 3:12 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 ...
Thu, 3 Jun, 2021 at 4:09 PM