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 with using the portal. ...
Wed, 3 Apr, 2019 at 10:37 AM
Partner Approval and Onboarding Guide
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
What is the difference between "Become a Partner" and "Request Access" forms?
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
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 can log in. Pendi...
Tue, 12 Jun, 2018 at 1:57 PM
How Do I Assign a User to a Different Organization?
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
How do I assign Leads/Deals Registrations/MDF Requests to a Pending User?
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
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...
Fri, 19 Apr, 2019 at 11:48 AM
What is the Difference Between a Primary Contact and a Key Contact?
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
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...
Fri, 26 Apr, 2019 at 2:02 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