This article applies only to referral accounts and their specific functionalities.
As a referral account holder, you can invite other team members or partners to access your affiliate dashboard. This helps share responsibilities and visibility within your referral operations.
Step-by-Step Video
The video below will guide you through the process of inviting new users to your affiliate account (Make sure your sound is turned on).
How to Invite a New User
- Log in to your affiliate account.
- Go to the Settings section.
- Click on the Members tab.
- Select Invite a Member.
A pop-up will appear prompting you to enter:
- First name of the new user
- Last name
- Email address
Once you've filled in the fields, click Send Invite.
What Happens Next?
- The system sends an invitation email to the address you provided.
- The invited user must complete a short onboarding process.
- Once onboarding is completed, their account will be activated, and they will receive a notification.
This feature allows for more flexible account management and improved collaboration within your team.
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