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...
Fri, 13 Nov, 2020 at 3:30 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
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
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
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
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
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? 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
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