Users, Groups, & Partner Onboarding
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 p...
Tue, 19 Sep, 2023 at 11:39 AM
A Contact is a person associated with an Organization that does not have access to Channeltivity. Contacts associated with Active Partner Organizations and ...
Thu, 4 Jan, 2024 at 12:54 PM
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
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
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...
Tue, 10 Jan, 2023 at 1:49 PM
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
The Rewards Points functionality allows you to incentivize your Partner and Distributor Users by awarding points for completing different activities within ...
Fri, 12 Jan, 2024 at 4:32 PM
The Rewards Points functionality allows you to incentivize your Partner and Distributor Users by awarding points for completing different activities within ...
Fri, 12 Jan, 2024 at 4:25 PM