We suggest adding all users to your account as Team Members so that they have their own login and their activity will be accurately tracked through your Configuration Logs.

There is no limit to the number of team members that one account can have.

To add a new team member, log in to your Referral Rock account. From the Admin Dashboard, click on Settings > Team Management from the drop-down menu or click here.

Then select 'Add Team Member' and fill out the name, email, and role fields.

Make sure to check to 'Send Team Member a Notification' box if you want the user to be notified and receive an email invitation to Referral Rock.

Please Note:

  • Only account Administrators have the ability to add and manage team members

  • If you are receiving an "Account already exists under this email address" error when adding a new team member, it is likely that this user has signed up for a Referral Rock account in the past. To resolve this, contact support.

  • To remove a user's access to the platform, an Administrator must change their permission level to 'No Access' which removes their login ability.

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