The Region Settings within Channeltivity enable you to categorize Organizations by location. The location is based on the country listed for the Organization's record. Regions also drive Partner Agreements, Deal access/visibility, and Deal Email Notifications for Internal Users. Learn more about these topics in the support articles below:


Regions are already set up within Channeltivity, but you can configure the Regions to meet your specific program needs by going to  Settings > Portal Configuration > Region Settings.  

  • Add a new Region: Click the "New Region" button to create a new Region. You'll then enter the Region's title and follow the steps in this article to add countries/states to the Region. 
  • Update the name or countries/states assigned to an existing Region: Click the "Actions" buttons next to the Region you wish to make changes to > Edit and follow the steps in this article. 
  • Delete a Region: Click the "Actions" button next to the Region you want to remove and select "Delete." 
  • Assign Internal Users to Regions as Managers (applies to Deal Registration only): Click the "Actions" button next to the Region you want to assign a Manager to > Edit. 

 Region Settings Screen



Manually Overriding Region Assignments: 


You can configure your Region Settings to allow manually overriding automatic Region assignments by selecting the below checkbox in the Region Settings: 


Once enabled, you can manually assign Partner Organizations to Regions using the "Manually Override Automatic Region Assignment" field that is added to Partner records upon enabling this functionality.


Assigning Deal Registration Region Team Managers:


If you want to give Internal Users Region-specific Deal Registration permissions and/or notify them only of Deals within their assigned Region(s), click the "Actions" button next to the Region you wish to assign Managers to > Edit.


You'll then select the names of the Internal Users you wish to assign to each Region using the "Team Members" field under the Region Team section below > Save. 


Note: Be sure to configure your Deal Email Notifications to include region-specific notifications for Region Managers. Learn more about this topic here: How to set up Deal Registration Region Notifications. 

Region Team Section  


You can remove Managers from Regions by clicking the "X" icon next to the Manager you wish to remove from the Team Members field > Save.

Once you've defined the Region Teams, you can set up Deal access and/or email notifications for Region Managers: