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...
Wed, 2 Aug, 2023 at 12:44 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 Pa...
Tue, 6 Feb, 2024 at 5:23 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, 13 Sep, 2023 at 4:31 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
How Do I Merge Partners?
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
How Do I Delete an Organization?
***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
How Do I Combine Multiple Regions into a Single Region?
The Region Manager  allows you to define and manage the different geographic regions of your partner program. Having regions allows you to view reports segm...
Thu, 1 Dec, 2022 at 2:41 PM
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
What are Groups and How Do I Use Them to Set Permissions in my Partner Portal?
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