Support Portal & Knowledge Base

Congratulations on becoming an Admin User in Channeltivity! We've compiled a list of support articles to set you up for success using the portal. This k...

Onboarding Partners is a key element of using Channeltivity, and the Partner Management module makes it easy to recruit, profile, vet, and onboard new Pa...

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 ...

You can add the "Partner Type" field to the Become a Partner form by going to Settings > User & Organization Fields > Organization Field...

You can merge Partner Organizations by clicking the Actions button on the Partner's Details page > Merge.  You'll then select the other Par...

***Before deleting an Organization, please note that this action will also delete all associated records, including: ***  Users - applies to Internal, Par...

The Region Manager  allows you to define and manage the different geographic regions of your partner program. Having regions allows you to view reports segm...

A Partner Manager is an Internal User who's assigned to an Active Partner Organization as a Manager. Partner Managers have access to the Partner's p...

Partner Managers: Partner Managers are Internal Users assigned to Partner Organizations as Managers. They have the ability to manage the Profiles, Deals...

Groups are used to give Users access permissions to content and functionality within your Channeltivity partner portal. This article explains what Groups ar...