For organizations using Role-Based Permissions, user access to Referrals is determined by their Role. Administrators can designate which programs a user may create referrals from and which programs they can accept, reject, or edit referrals for.

Follow the steps listed below to learn how to add Referral permissions to a Role.

In the Administrator view, expand the Access Control category on the navigation bar and select ‘Users’.

In the Account Management app, select Roles from the navigation bar.

Click the pencil icon next to the Role you want to add permissions for.

Scroll to the Permissions section of the page, where the Forms tab will be open by default. Click Referrals to open the tab.

The first column lists every program in your site. You can use the search bar to filter the results by name. The first row lists the available access you can grant users.

The toggles in the column headers function as a Select All option. A gray toggle indicates that users assigned to this role cannot perform this action for any record. Once a permission box is checked, the gray toggle will turn yellow, indicating that users are able to perform the action for some but not all records. Clicking the toggle itself will then check the permission box for every available record. The toggle will turn green to indicate that users have access to perform this action for all available records. You can click the toggle once again to uncheck all boxes at once or select the Undo button at the top to revert your most recent changes.

To confirm your selected permissions, click Update in the bottom-right corner.