Users, Groups, & Partner Onboarding

What is User Impersonation and how do I impersonate a User?
What is User Impersonation? User Impersonation allows Administrators to access and operate Channeltivity as if they were logged in as that User. Why...
Mon, 28 Feb, 2022 at 11:02 AM
How Do I Update a User’s Email Address?
Admins can update a User's email address by going to Admin > Users > click on the name of the User to view more details. From the User's Det...
Wed, 26 Feb, 2020 at 2:37 PM
What do the different User Statuses Mean?
User records represent the people logging into the portal, and there are three types of User records in Channeltivity: Internal - Internal Users are assoc...
Tue, 25 Jan, 2022 at 3:00 PM
How Do I Disable a User’s Account?
You can disable a User's account by going to their profile in Channeltivity and clicking the Actions button in the top right corner of the page > Di...
Wed, 29 Jun, 2022 at 2:22 PM
I'm trying to promote a Contact to a User, but I keep getting an error message. What's going on?
The following is a list of common errors related to promoting Contacts to Users and steps to take to resolve them.  For information on how to promote Cont...
Fri, 15 Apr, 2022 at 3:37 PM
How do I delete a User?
Deleting a User will revoke their access to Channeltivity and prevent them from logging into the system. Once you delete a User, you will no longer be able ...
Fri, 8 Apr, 2022 at 12:44 PM
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, 21 Jun, 2021 at 11:21 AM
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...
Thu, 11 Nov, 2021 at 1:16 PM
How Do I Resend a User's Account Activation Email?
You can resend account activation emails to Pending Users by going to Admin > Users and selecting the checkbox next to the names of the Users you want to...
Thu, 14 Apr, 2022 at 11:08 AM
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