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 a limit of ten (10) users on every Referral Rock plan. Please contact support if you require additional users.
How to add a new Team Member
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.
Team Permission Levels
Admin: Has access to all features including main account settings. Can add, delete, and edit team members.
Manager: Allowed to edit programs, manage members, referrals, and rewards. Not allowed to update main account settings or add/manage team members.
Operator: Allowed to manage members, referral and rewards. Not allowed to make site and program level changes.
No Access: Use this role to set a user to inactive/restrict their access.
FAQs
Who on an account can add and manage team members?
Only account Administrators have the ability to add and manage team members.
I am getting, "Account already exists" when trying to add someone. What does this mean?
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.
How do I remove access from a team member?
To remove a user's access to the platform, an Administrator must change their permission level to 'No Access' which removes their login ability.