Users, Groups, & Partner Onboarding

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 ...
Thu, 4 Jan, 2024 at 12:54 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...
Tue, 30 Jul, 2024 at 2:29 PM
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
What Is the Rewards Points Functionality and How Does It Work?
The Rewards Points functionality allows you to incentivize your Partner and Distributor Users by awarding points for completing different activities within ...
Tue, 6 Aug, 2024 at 6:08 PM
How Do I Track Rewards Points?
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