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, 6 May, 2024 at 2:43 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 Nov, 2024 at 11:29 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 Detai...
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 p...
Tue, 19 Sep, 2023 at 11:39 AM
How Do I Promote Contacts to Users?
A Contact is a person associated with an Organization that does not have access to Channeltivity. Contacts associated with Active Partner Organizations and ...
Mon, 3 Mar, 2025 at 2:16 PM
I'm trying to promote a Contact to a User, but I keep getting an error message. What's going on?
If you receive the above error message when attempting to promote a Contact to a User, click the "View Details" link for an explanation of the err...
Fri, 28 Mar, 2025 at 10:24 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. Set the "Status" filter on the left to "Pending Users...
Mon, 28 Oct, 2024 at 11:54 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 want ...
Wed, 15 May, 2019 at 3:10 PM