Easily collaborate on your Referral Program by inviting teammates to join your Referral Factory account. With customizable permissions and campaign access, you have complete control over your program.
📌 This feature is available on the following Referral Factory plans:
Basic, Pro, Advanced, Enterprise
❗️ Before you add a teammate to your Referral Factory account, you will need to create a Role.
→ Click on your initials in the top right-hand corner of your Referral Factory dashboard and select Teammates.
→ Click on Roles.
→ Click on Add Role.
→ Name the role for ease of access.
→ Set the relevant access permissions for the role.
→ Click Create.
💡 Alongside each of the permissions are 2 checkboxes. The checkbox on the left, Own, will give the teammate access only to elements, such as campaigns or rewards, that they create. The checkbox on the right, All, will give the teammate access to all the elements in the account.
→ Once you have successfully created a role, click Teammates.
→ Click Invite Teammates.
→ Enter your teammate's email address, select the role you just created, and click Invite.
→ The details and status of your teammate invitation will show on the following screen.
→ The teammate you invited will receive an email.
→ Once they have accepted the invitation, they will be able to log into Referral Factory with their own credentials.
Referral Factory was voted the #1 referral program software to use in 2023, by Influencer Marketing Hub. Marketers across the globe use Referral Factory to build, launch, and run powerful referral programs at scale. If you want to get referrals and grow your business then you've come to the right place ⭐️ ⭐️ ⭐️ ⭐️ ⭐️