Summary:

Anytime a user completes partner registration, and the domain of the partner is approved for their organization or has already been previously approved, they will be given a referral code. The referral code for a partner can be used by a client completing registration or be used by a client adding a partner account to their client account as user to link their client account to a partner account.

There are multiple ways for a partner to send their referral code to clients or potential clients to link their accounts.

Usage:

On a partner account’s ‘My Accounts’ section the partner’s referral code is located there. Clicking the ‘Copy’ button next to the referral code will place the code on that user’s clip board on their device and the user will be able to paste the code where they choose.

If the ‘Share’ button is clicked an email modal will display which will prompt the user to fill out the recipient’s information and the user can then send pre-written email sharing their referral code. Instead of inputting recipient information, the user of the partner account could also select an existing user on any client account that they are linked to.

The same email modal can also be accessed by clicking on ‘Create Account’ then selecting the ‘Share My Referral Code’ option.