For organizations using Legacy Permissions, user access to Referrals is determined by their permission sets within a program. Follow the steps listed below to learn how to add specific Referral permissions to a permission set.
Step 1: Select the program
In the Administrator view, expand the Access Control category on the navigation bar and select 'Sites & Programs'.
Click the + icon next to a Site to view its existing programs. Then, click the eye icon next to the program you want to add referral permissions to.
Step 2: Edit the permission set
Scroll down the program's page to the Permission Sets section, then click the eye icon next to the permission set you want to add referral permissions to.
Step 3: Add the permissions
Scroll down the page to the Permissions section, where the Forms tab will be open by default. Click Referrals to open the tab.
The first column lists every program in your site. The first row lists the different kinds of Referral access you can grant users per program.
Create Referral: Users can create an outgoing referral to this program.
Accept Referral: Users can accept an incoming referral from this program.
Reject Referral: Users can reject an incoming referral from this program.
Edit All Referrals: Users can make changes to incoming referrals from this program before accepting or rejecting it.
Step 4: Save the permission set
After you've checked the desired boxes for each report, click 'Save Record' in the Record Options palette to confirm your changes.
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