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...
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 "Create N...
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 ...
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 hav...
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...
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...
