Category: Channel Users

Channel User will be in hierarchical model according to its Chain, A user with down level Channel can also be associated with the two level Channel user. 1) Channel User manager allows to manage (add/edit/delete) the users. On creation a new user under the dealer module, a new Account/Opportunity will be created automatically under the […]

After saving or creating the channel user, if you wish to view the entire channel users available in GoERPBaby, then click on “Channel User List” option available at left hand panel of Channel user interface. When you click on this option, a list of all channel users will appear on your screen with their details […]

From the list of all channel users, if you wish to search a particular user then use search column. To search, first select your desired search key from the drop-down list. After selecting your desired category, write the name of your selected key in the box next to the drop-down list, click on “Search” button. […]

In addition to normal search, if you want to search a channel user with additional search keys then make use of “Expand Search” Option, located near the drop-down list of the search column. When you click on “Expand Search” Option, some additional search keys appear that facilitate you to select the channel level, status of […]

If you wish to view the details of a particular channel user from the entire list, then click on the view icon, located at left hand side of the user you have selected. When you click on the above icon, a new page appears that contains all the details of the user you have selected, […]

After viewing the details of the particular channel user, if you wish to edit the details of the user then simply click on the edit icon, located at the left hand side of the user you have selected. After you click on the given icon, a page appears that facilitate you to edit the details […]

If you want to delete the particular channel user from the list of users, then click on the delete icon, located at left hand side of the user you want to delete. After you click on that icon, an alert message comes to your screen that ask you do you really want to delete the […]