Users, Groups, & Partner Onboarding

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...
Tue, 10 Jan, 2023 at 1:49 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 want ...
Wed, 15 May, 2019 at 3:10 PM
How Do I Delete an Organization?
***Before deleting an Organization, please note that this action will also delete all associated records, including: ***  Users - applies to Internal, Par...
Tue, 24 Oct, 2023 at 1:32 PM
How Do I Merge Partners?
You can merge Partner Organizations by clicking the Actions button on the Partner's Details page > Merge.  You'll then select the other Par...
Wed, 27 Jan, 2021 at 11:13 AM
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 o...
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...
Thu, 1 Dec, 2022 at 2:41 PM