Users, Groups, & Partner Onboarding

Admin User Welcome Kit
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...
Fri, 7 Apr, 2023 at 2:15 PM
Partner Approval and Onboarding Guide
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, 2 May, 2023 at 5:07 PM
What is the difference between "Become a Partner" and "Request Access" forms?
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
How do I add the "Partner Type" field to the Become a Partner Form?
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
What is the Difference Between a Primary Contact and a Key Contact?
In the Users & Contacts sections of an Organization's details page, you'll see two columns, "Key Contact" and "Primary Contact&qu...
Fri, 1 Jul, 2022 at 10:59 AM
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 pr...
Wed, 20 Jul, 2022 at 1:47 PM
What’s the Difference Between a Partner Manager and a Region Manager?
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
How Do I Edit a Group?
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
How do I set Partner Portal Content Access & Permissions?
Whether it's price lists by partner tier or territory-specific promotions and training content, having a partner portal means you need to think about wh...
Wed, 25 Jan, 2023 at 12:20 PM
How Do I Make a User a System Admin?
What is an Admin User? An Admin User is an Internal User assigned to an Internal Group that includes the "System Administration" permission. S...
Tue, 9 May, 2023 at 3:12 PM