The Referrers page shows a complete list of all Referrers, both active and inactive. From the Referrers page, you can add new Referrers, view statistics about all Referrers, or search and view details about existing individual Referrers.
Navigate to Referrers by clicking REFERRERS under Management in the left hand navigation panel.
Referrers Page Features
Referrer Data Banner
View the total number of Referrers and the number of active and inactive Referrers in the banner at the top of the page.
Log in as a Referrer
Click the DASHBOARD icon on the right hand side of any Referrer listed in the table to log into their version of the Portal.
Add Referrer Button
The Add Referrer button is located in the upper right hand corner of the page. Follow the steps below to add a new Referrer to your account:
Step 1: Click ADD REFERRER to open the Add Referrer lightbox in the page.
Step 2: Enter all required and optional information about the intended boarding Referrer’s business entity. Click the ACCEPT TERMS AND CONDITIONS checkbox.
You may optionally create a user account for the Referrer’s admin user, as well as a new Division.
Step 3: Click the final ADD REFERRER button at the bottom of the light box form to complete the process.
Locate individual Referrers in the main table. The Referrer table shows the following information in the default view:
Referrer Table Column Name
Legal Business Name
The Referrer’s business name.
The name of the person established as primary contact for that Referrer.
The status of the entity associated with the Referrer: active or inactive.
The date that the Referrer was added.
The account balance for the Referrer.
Click the DASHBOARD icon to see the Portal from the perspective of the Referrer.
Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.
Referrer Table Action
To access more information about a specific Referrer listed in the table, click any information in the table row to open the Referrer Profile page.
Customize Your Referrer Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Referrers Table:
Legal Business Name
The Referrers page links to the following other pages: