Users, Groups, & Partner Onboarding

Admin User Welcome Kit
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
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, 23 Aug, 2022 at 12:33 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&...
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 ...
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 w...
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...
Mon, 11 Jul, 2022 at 11:56 AM