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Supporting you with referral agent management

Get support on managing your referral agents and referral handlers.

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Written by Connor Baeza
Updated over 3 months ago

Referral worker management resources

Need help managing referral workers? We've put together a curated collection of step-by-step guides in the Customer Success Portal to make things easier.

Whatโ€™s included?

This collection covers everything you need to manage referral agents and handlers, including:

  • Creating new accounts

  • Resetting passwords

  • Deactivating accounts

  • And more

If you're already viewing this article from within the collection, simply open the topic you need. Otherwise, click the link below and log in to the Customer Success Portal to access the full guide.

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