Referrals

The Referrals tab allows you to view and manage referral relationships associated with a specific member. This section displays details of referees (people invited by the member into the program) and provides tools for adding, viewing, or removing referees.

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Referrals list

The main table displays all referees linked to the member. For each entry, you can see:

• Referee name – the name of the invited person.

• Created on – the date and time when the referral was recorded.

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Adding a referee

You can manually add a referee to the member’s account:

• Click Add referee.

• In the popup, select a referee from the dropdown list of existing members.

A referee cannot be linked if they are already assigned to another referrer.

• Click Save to confirm.

This action creates a referral relationship between the member (as referrer) and the selected referee.

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Managing referees

Each referee entry has a context menu with available actions:

• Remove referee – deletes the referral link between the member and the selected referee.

• See full profile – opens the full profile of the referee in a new view.

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Key notes

• Referrals are permanent unless manually removed.

• Referral rewards or campaign triggers tied to referrals are handled automatically by the system once the relationship is created.

• Manual management (adding or removing referees) should be used carefully to avoid inconsistencies in reporting or campaign logic.

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To find out more about the referrals, please refer to these sections of the User Guide:

Referral ProgramsReferred MembersReferral Campaign