All Collections
Account & Billing
Account Questions
How to add Team Members + Team Permissions
How to add Team Members + Team Permissions

Instructions for how to add team members to your Referral Rock account

Updated over a week ago

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.

A gif showing how to add a team member to your account from the Team Management page

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.


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.

Did this answer your question?