Users, Groups, & Partner Onboarding
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
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...
Tue, 10 Jan, 2023 at 4:23 PM
What is User Impersonation? User Impersonation allows Administrators to access and operate Channeltivity as if they were logged in as that User. Why...
Wed, 21 Dec, 2022 at 1:37 PM
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 Detai...
Wed, 26 Feb, 2020 at 2:37 PM
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
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 > Dis...
Wed, 29 Jun, 2022 at 2:22 PM
A Contact is a person associated with an Organization that does not have access to Channeltivity. Contacts associated with Active Partner Organizations and ...
Fri, 16 Sep, 2022 at 11:55 AM
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 C...
Thu, 23 Feb, 2023 at 5:31 PM
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, 3 Feb, 2023 at 4:18 PM
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