How to assign 'Channel Manager' to New Users

Step1: Login to Super Admin account and go to Setup > User Management > Organization Groups.

Step2:  Click on ' Create ' Button.

Step3: Enter name of the group.

Step4: Click on 'Add' button in front of the Organizations to them to the group.

Step5: Here you will assign the user as a channel manager of the group.

Click on 'assign' button to assign the desired user as Channel Manager.

Now the assigned user will be channel manager of the organizations (all users within the organization) added to this group.

 

 

• Related Articles

• How do I set up an Organization Group?

  Why Create Organization Groups? Creating a “Group” will allow you to easily organize your Organizations to share assets or assign system level permissions in Mindmatrix. Groups will let you share assets with large numbers of Organizations ...

• How do I Import Users?

  Note: Only administrators have access to this feature. Please contact your administrator or reach out to support@mindmatrix.net for assistance. 1) Go to Setup > User Management > Import Users: (Note: If your top navigation menu is customized, ...

• How do I share a single asset template with Users, Groups, and/or Organizations?

  If you'd like to learn about sharing multiple assets at once, you can do so here: How do I share multiple asset templates at once with Users, Groups, and/or Organizations? Go to Setup, Asset Management, and Templates. Hover over the template you'd ...

• How can I view the roles assigned to users?

  In order to keep track of what roles are assigned to users, you can navigate to the User management > Role, Group, Organization Group and Organization sections of the software. As long as you have the appropriate permission level, complete the ...

• How to assign an MDF Plan to an Organization or Organization Group

  Feature: This enhancement allows users to assign MDF Plans to multiple Organizations and/or Organization Groups. Who will be using this? This enhancement will be useful for enterprises that work with a large number of partner Organizations. (The ...