Understanding Channeltivity User Roles
Last updated August 6, 2024
Channeltivity's user roles are designed to provide a secure and efficient way to manage your channel partner program. By assigning roles to your users, you can control their access to specific functionalities and data within the platform. This article will guide you through the different user roles available in Channeltivity and their associated permissions.
Channeltivity User Roles
- Administrator: The highest level of access within Channeltivity. Administrators have unlimited control over all aspects of the platform, including user management, partner management, settings, and reporting. They can create new accounts, set up partner programs, configure integrations, and manage all aspects of the platform.
- Manager: Managers have a broad range of permissions, including access to partner information, performance reports, and the ability to create and manage co-marketing campaigns. They can also modify partner profiles, track their activities, and collaborate on marketing initiatives. However, they have limited access to the platform's settings and user management features.
- Partner: Partner roles are specifically designed for your external channel partners. Their primary focus is on accessing sales materials, marketing resources, and tracking their own performance metrics within the platform. They can also submit leads, manage their contacts, and receive updates on their commission payments.
- Custom Roles: Channeltivity allows you to create custom roles tailored to your specific needs. This flexibility enables you to assign precise permissions based on the requirements of your team or partner. You can customize permissions related to access to specific data, functionalities, and reports.
It's crucial to choose the right user roles for your team and channel partners to ensure a secure and efficient work environment. Each role grants specific access to information and features, enabling a streamlined and well-organized channel partner program.
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