Learn how to create and approve organisations, handle sign-up requests, and manage onboarding. Ensure organisations are properly set up and ready to refer clients within the network.
Easily browse active organisations, search by name or email, and filter by referral criteria. System admins can also manage inactive organisations and approve new requests. Switch to a condensed view for quicker navigation.
Learn how to update organisation details, set referral criteria, manage contact information, and define service offerings. Ensure your organisation is accurately represented and eligible to receive referrals.
Learn how to add and manage staff members, assign roles, and request new user approvals. Ensure your organisation’s team has the right permissions to handle referrals and system settings efficiently.
