You can create an External Referrer user account from the CMS tab in a few simple steps.
⚠️Important: To create an External Referrer User account, you must have the System Management role assigned in addition to your existing roles.
Create a new Referrer User
To create a new Referrer User, follow these steps:
Click the CMS tab.
Scroll down the page to the Referrers section.
Click New.
Enter the referrer's basic user information.
Click Save.
📌Note: External Referrer Users can create and submit Referral Forms and view only the Referral Forms they have created. They do not have access to any other information within the system.