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.
Referrer Table
Locate individual Referrers in the main table. The Referrer table shows the following information in the default view:
Referrer Table Column Name | |
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Referrer Table Column Name | |
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Legal Business Name | The Referrer’s business name. |
Contact | The name of the person established as primary contact for that Referrer. |
Entity Status | The status of the entity associated with the Referrer: active or inactive. |
Date Created | The date that the Referrer was added. |
Available Balance | The account balance for the Referrer. |
Dashboard icon | Click the DASHBOARD icon to see the Portal from the perspective of the Referrer. |
Arrow Icon | 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.