Activity in Personnel
Personnel - How To Set Up A New User Group
User Groups allow the sharing of information/functions/permissions among multiple users as a single entity. To create a new user group: From Control Panel > Admin > Personnel > Groups Create New Group Create a new Group (Name) Move the members...
Personnel - How to Add a New User (Sales Rep, Purchasing, Administrator, etc.)
ChannelOnline is a user-based application and resellers can increase the number of account users by purchasing additional user licenses. To add a new user to ChannelOnline: Control Panel > Personnel. From the Personnel page, click on the "Crea...
Personnel - Access Rights & Keys - How Are Rights and Key Permissions Applied in the System?
DOCUMENT ACCESS CHECKS Read Access The check is done in the following order: If the user is in contactif the document is not externally viewable (this should be the store site checkbox on the document list page), return falseIf the user is the same...
Managing Personnel & Access Rights
Location: Admin -> Personnel Here you will be able to manage your ChannelOnline user accounts and permissions. The pages in this section needed to manage your sales team properly are: Personnel - From here you can create new user accounts if you ha...
How Do I Make Sure My Company Gets ChannelOnline Notifications?
All ChannelOnline users will receive product-related emails for product updates, releases, maintenance outages, or support messages. For people needing to receive updates and communications regarding ChannelOnline who do not use the platform, please...
Quota Management
In Admin under Personnel is a page called Quota Management that will list all users with a quota and the annual goal for each year or selected months. Quotes, Sales Orders, and Invoices are available document types for individual quotas. To create q...
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