Users, Groups, & Partner Onboarding

How Do I Assign a User to a Different Organization?
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...
Mon, 6 Apr, 2020 at 12:42 PM
How do I assign Leads/Deals Registrations/MDF Requests to a Pending User?
By default, Channeltivity's PRM software doesn't allow you to assign anything to Pending Users. There are, however, situations where you might wan...
Wed, 15 May, 2019 at 3:10 PM
How do I reset a User's password?
To reset the password for a User, you will need to navigate to the Admin section in the left menu and click Admin then select Users. In the filter area on t...
Wed, 15 May, 2019 at 3:12 PM
How Do I Update the Portal's Password Security Settings?
Our password security settings allow Admin Users to determine the precise level of security necessary to protect User Accounts. To configure your security s...
Thu, 14 Nov, 2019 at 4:11 PM
What is the Ignored Email Domains List?
When you create a new User, Channeltivity will attempt to automatically match the User to an Organization using the User's email address and the list ...
Tue, 12 Nov, 2019 at 1:30 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...
Fri, 24 May, 2019 at 11:12 AM