Users, Groups, & Partner Onboarding
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...
Thu, 17 Apr, 2025 at 4:29 PM
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...
Tue, 27 May, 2025 at 4:55 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, 13 Sep, 2023 at 4:31 PM
You can add the built-in "Partner Type" field to your Become a Partner form to allow prospects to specify their desired type of Partnership when a...
Fri, 7 Jun, 2024 at 3:52 PM
You can merge Partner Organizations by clicking the Actions button on the Partner's Details page > Merge. You'll then select the other Par...
Wed, 27 Jan, 2021 at 11:13 AM
***Before deleting an Organization, please note that this action will also delete all associated records, including: *** Users - applies to Internal, Par...
Tue, 24 Oct, 2023 at 1:32 PM
The Region Settings allow you to define and manage the different geographic Regions of your partner program. Having Regions allows you to view reports segme...
Tue, 19 Nov, 2024 at 2:40 PM
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...
Tue, 27 May, 2025 at 4:59 PM
Partner Managers: Partner Managers are Internal Users assigned to Partner Organizations as Managers. They have the ability to manage the Profiles, Deals...
Wed, 16 Apr, 2025 at 2:26 PM
Groups are used to give Users access permissions to content and functionality within your Channeltivity partner portal. This article explains what Groups ar...
Fri, 1 Mar, 2024 at 11:25 AM