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Refer a User to Your Organization

Your organization needs your help to find everyone that should be in the community.

Support Team avatar
Written by Support Team
Updated over 11 months ago

How to Refer a User to Your Organization

Referring new members to your organization is an important part of keeping your organization up-to-date and connected. Whether you are a new member yourself or a long-time member looking to add someone new, this guide will walk you through the process of referring a user to your organization.

Step 1: Access the Refer a User Feature

To begin, navigate to the upper right hand corner of the website and click on the

User +

icon. This will take you to the form where you can refer a new user to your organization.

Step 2: Fill Out the Form

The first field on the form is for the user's email address. This is the most important piece of information as it will trigger a search to see if the user already exists or has been referred in the past. If the user is found, you will be prompted to review their information and confirm that you want to refer them to your organization.

Next, you will be asked to provide some additional information about the user. This could include their years of membership or how they are related to the organization. This information will help your administrators make an informed decision about whether to invite or reject the user.

Step 3: Refer the User

Once you have filled out the form, click on the

+ Refer This Person

button to send the information to your administrators. They will receive a notification and will review the information you have provided.

Step 4: Wait for a Response

After you have referred the user, your administrators will review the information and make a decision about whether to invite or reject the user. You will not receive a notification once a decision has been made.

Step 5: Refer More Users

Feel free to refer as many users as you can think of! The more members your organization has, the stronger and more connected it will be. Thank you for helping your organization grow and thrive!

If you have any questions or encounter any issues while adding a user, please don't hesitate to reach out to our support team for assistance.

Thank you for using our organization's platform and for your dedication to growing our community!

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