Support Portal & Knowledge Base

Users, Groups, & Partner Onboarding 32

• Admin User Welcome Kit
• Partner Approval and Onboarding Guide
• What is the difference between "Become a Partner" and "Request Access" forms?
• How do I add the "Partner Type" field to the Become a Partner Form?
• How Do I Merge Partners?

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Partner Agreements 5

• What is the Partner Agreements Functionality and How Do I Use It?
• How Do I Manually Upload a Signed Agreement to a Partner’s Profile?
• How Do I Assign/Unassign Partner Agreements?
• How Do I Track Signed Agreements?
• How Do I Void and Correct a Signed Agreement?

Home Page and Widgets 14

• How do I control who appears in the Partner Managers Widget?
• How do I use the Articles Widget?
• How Do I use the Rich Text Widget?
• How do I use the Hero Banner Widget?
• How do I use the Icons Widget?

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Library and Content 20

• Library Configuration Overview
• How do I set Partner Portal Content Access & Permissions?
• How do Library Group permissions work?
• Setting Permissions for Library Content
• Can I Assign Permissions to a Library Folder?

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Deal Registration 10

• What is the Deal Registration Module and how does it work?
• How to configure the Deal Registration workflow
• How to Configure Deal Expiration
• What Deals can a User see?
• How to set up Deal Registration Region Permissions

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Email Notifications 12

• What Email Notifications Are Available?
• How Do I Update My User Email Settings/Preferences?
• What is the Email Log and how do I use it?
• What is the Email Digest feature and how does it work?
• How do I send out automatic email reminders?

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Reports 6

• How do I use Dynamic Reporting to create custom reports and Views?
• How do I use Analysis View to Create Custom Chart and Pivot Table Reports?
• How Do I Share a Custom Report/View?
• How do I Save a Custom View/Report in Channeltivity?
• What is the Library Document Report?

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Training and Certification Module 11

• What is the Training and Certification Module and how does it work?
• How do I create Training Courses, Lessons, and Quizzes?
• How do I create User and Organization Certifications?
• Manually Creating Course and Certification Completions
• How Do Training & Certification PDF Certificates Work?

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Lead Distribution 8

• What is the Lead Distribution Module and how does it work?
• What happens when I assign a Lead?
• Why are the Lead details hidden from the Partner until they open the Lead?
• What Leads can a User see?
• How Do I Import Leads via CSV?

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MDF 9

• What is the MDF Module and how does it work?
• What Is the MDF ROI Feature and How Does It Work With Deal Registration?
• What's the difference between the MDF Account Balance and Available Balance?
• What are the different types of MDF Transactions?
• How Do I Import MDF Funds?

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Business Planning 4

• What is the Business Planning Module and how does it work?
• How do I print a Business Plan?
• How do I unlock a Business Plan?
• How do I delete a Business Plan?

Co-Branded Collateral 2

• What is the Co-Branded Collateral Module and how does it work?
• How do I create and manage Co-Branded Collateral Assets?

Distributor 2

• What Is the Distributor Module and How Does It Work with Deal Registrations?
• How Does the Distributor Assignment Feature Work?

Referral 3

• What Is the Referral Module and How Does It Work?
• How Do Referral Links Work?
• I'm trying to create a Referral for a Partner, but they're not showing up in the owner dropdown. What's going on?

News & Email Marketing 5

• What are the News & Email Marketing Modules and how do they work?
• How Do I Create News Items in the News Module?
• How Do I Create and Send Mailings?
• How Do I Track Email Marketing Metrics?
• How Do Users Update Their News Topic Selections?

Multi-Language & Automatic Translation 3

• How Does the Multi-Language Translation Functionality Work?
• How do I View and Configure my Portal's Supported Languages?
• How Do I Edit Multi-Language Translations?

Security, Privacy & Compliance 8

• How can Channeltivity help me comply with GDPR?
• System User Privacy Consent
• How do I track User Opt-Ins/Consent for GDPR compliance?
• How Do I Edit My Portal’s Privacy & Copyright Notice?
• What Is the Legal Terms Administration Functionality and How Does It Work?

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