Support Portal & Knowledge Base

Smart Groups and Smart Permissions are two different ways to simplify and automate the way you set access permissions within your Channeltivity PRM software...

Groups drive the User experience within Channeltivity as they are used to grant Users access to content and functionality. This article explains how to edit...

As an Admin User, you can create new Internal, Partner, and Distributor Users using the methods listed in this article. For more information on how to creat...

This article explains how Internal Non-System Admins, such as Partner Managers, can create new Partner/Distributor Users and promote Contacts to Users. Par...

What is an Admin User? An Admin User is an Internal User assigned to an Internal Group that includes the "System Administration" permission. S...

Groups in Channeltivity control User access to content and functionality. Every User must be assigned to at least one Group to access the portal. Users are ...

Channeltivity's PRM software allows you to streamline the User management processes and promote self-sufficiency by giving Partners and Distributors the...

In the Users & Contacts sections of an Organization's details page, you'll see two columns, "Key Contact" and "Primary Contact&qu...

Internal Users Internal Users cannot be moved to another Organization. The recommended workaround is to delete the User and create the User again under the...

The Request Access form allows an individual to Request Access to your portal. Once the request is submitted, Admins receive a notification in the bell icon...