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How do I invite employees to the Referral Manager?

You have various options for adding your team members to the Referral Manager.

Add users via Excel upload

Under the "Users" tab, you can download an Excel template to add multiple users to the Referral Manager at once.

You then upload the Excel file back into the system using drag-and-drop, and all users listed in the file are registered.

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By invitation

Employees can be invited to the referral manager and will then receive an email with a confirmation link.

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Employees also have the option to register independently in the Referral Manager using the "Register" button on the Referral Manager website.

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Registered Users

Once users are set up as registered users in your system, they receive an email with a link to set a password.

After the password has been set, the registered user's status changes from inactive to active.

Administrators can set users to inactive or active.

Users can be removed from the Referral Manager using the trash can icon.

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Account Access

After logging in, click on "Account" at the top right, next to your icon.

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Here you have the option to change your form of address, name, and department, or to delete your account.

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Change password

You can change your password via the "Change password" tab. If you use an applicant management account for the referral manager, the system will indicate that you need to change your password within your applicant management profile.

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Settings

Under "Settings," you can enable or disable notifications from the Referral Manager. You can also select the language here.

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