Assigning ReferralNet To Teams
To assign ReferralNet, start by clicking on the User Profile Icon located on the top right of the screen.
From the drop down menu, select Admin Configuration.
Then click on the Users section located on the grey navigation bar to the left hand side.
From here, you can start to edit current teams, or add new sub-teams. In order to add a ReferralNet account to a team, first click the "Edit" button on the panel of the selected team.
- Note: If you wish to create a new team, please see the "How Do I Create A New Team" user guide.
Then scroll down to the "ReferralNet Account" section.
If you want the team to use secure messaging, please tick "Add a new ReferralNet account".
If the team has an existing account, tick "Use existing ReferralNet account".
You have now assigned a ReferralNet account to a team!