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What is role and how to access it in Referdio


Role management in Referdio is a crucial aspect of organizing and optimizing your customer advocacy program. By assigning specific roles to team members, you can streamline responsibilities, enhance collaboration, and ensure that each participant contributes effectively to your advocacy initiatives. This guide will walk you through the process of role management in Referdio.

  1. Accessing Role Management
    Login to Your Referdio Account:

Visit Referdio’s website and log in using your company credentials.

  1. Navigate to Role Management:

Once logged in, go to “setting” then role management


By default there will be no role, you need to create role based on your need, Read ""to know how to create role

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