1. In User Settings, select the Firm Members tab.
2. Click Manage Users next to the member whose permissions you are changing.
3. Toggle the Receive Referrals privilege on.
4. Click Save.
Allow a Member of Your Firm to Receive Referrals
This permission setting allows a member to receive referrals directly from an originating firm. This gives your members the tools to build direct referral relationships with partner firms without involving an administrator.
1. In User Settings, select the Firm Members tab.
2. Click Manage Users next to the member whose permissions you are changing.
3. Toggle the Receive Referrals privilege on.
1. In User Settings, select the Firm Members tab.
2. Click Manage Users next to the member whose permissions you are changing.
3. Toggle the Receive Referrals privilege on.
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