Adding Partners (e.g. Referrers)

Go to Settings > Partner Portal and click on 'Add New' button.

Enter your partner's email, first and last name.

Partner will receive an email from the organisation owner inviting them to log in to Partner Portal.

Once partner is added, allocate Partner to the key person in team who will be their primary contact.

For example, if there are several sales representatives and they all have individual referrers, each sales representative can add own partners to the list.  Once added these should be linked to that specific user.

You can allocate more than one user to the partner.  This is typically done where users share referrals from the same person ('partner').