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 using the portal. This ...
Tue, 4 May, 2021 at 10:31 AM
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...
Tue, 23 Aug, 2022 at 12:33 PM
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
You can add the "Partner Type" field to the Become a Partner form by going to Settings > User & Organization Fields > Organization Field...
Thu, 23 Jun, 2022 at 12:51 PM
In the Users & Contacts sections of an Organization's details page, you'll see two columns, "Key Contact" and "Primary Contact&...
Fri, 1 Jul, 2022 at 10:59 AM
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, 20 Jul, 2022 at 1:47 PM
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
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 ...
Fri, 5 Aug, 2022 at 12:18 PM
What is an Admin User? An Admin User is an Internal User assigned to an Internal Group that includes the "System Administration" permission. S...
Mon, 11 Jul, 2022 at 11:56 AM
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