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This article will discuss the various configuration options you will encounter when configuring Referral Permissions for a Role.


If your instance of Collaborate is utilizing the Referral Module, then you can configure the role permissions for Referrals via this page.

Dynamic Referral Types permissions allow you to grant Users in this role access to specific individual Referral Types. Setting this to Yes will have you set the permissions for individual specific Referral Types on the following pages of permissions configuration.

When Dynamic Referral Types permissions are set to No, then the Referral access is granted to all Referral Types.

When you have finished configuring the permissions for Referral Types, click Continue.


Roles and Permissions Configuration Series