Manage your team
Add teammates to your organization, choose their roles, change or remove them, and leave an organization on the Team page.
Embed
<a href="https://referalli.com/guides/manage-your-team"><img src="https://referalli.com/guides/_api/public/orgs/07f432f4-34b9-46a7-aaad-c0e395d2e4f9/spaces/2d18b3a7-6f85-4e83-b889-e1a361196ad4/pages/08fa96d8-e899-4a7f-876f-554159be6519/social-card.svg?v=3e7ae33eec8b" alt="Manage your team" width="600" height="315"></a>Everyone who works in your organization's dashboard is a member with a role. The role decides what they can change. You manage members on the Team page, under Configure in the left-hand menu. Your own role is shown at the top right of the page.
Roles
Role | What it's for |
|---|---|
Owner | Everything, including adding, changing and removing other owners. |
Admin | Configuring programs, partners, rules, connections and the team. Admins can't add, change or remove owners. |
Finance | Approving commissions, payout runs, the payout schedule, exchange rates and partner payout minimums. |
Analyst | Read-only reporting. |
Support | Read-only, for helping partners. |
Add a teammate
- Ask them to sign in once
Your teammate must have signed in to Referalli at least once with the email you'll use. Until they have, Referalli can't find them.
- Open Team
Under Configure, select Team.
- Fill in Add a teammate
Enter their Email and choose a Role. Only owners see Owner in the list.
- Add them
Select Add teammate. They see your organization the next time they load the dashboard.
If you see "No Referalli account uses … yet", they haven't signed in yet. Ask them to sign in, then add them again. If they're already a member, Referalli tells you so instead of adding them twice.
Only owners and admins can add teammates. Other members see "Ask an owner or admin to add teammates."
Change a role or remove someone
In the Members table, owners and admins see a role menu next to each person they're allowed to manage.
Change a role: choose the new role from the menu. It applies straight away.
Remove someone: select Remove and confirm.
Owner rows can only be changed by another owner. Your organization always keeps at least one owner, so the last owner can't be demoted or removed. To hand over, add the new owner first.
Leave an organization
Any member can leave, whatever their role. Select Leave on your own row in the Members table and confirm. You lose access immediately, and Referalli takes you to another organization you belong to, or to onboarding if you have none left.
The last owner can't leave. Add another owner first, then leave.
Every change to the team is recorded in the audit log.