Admins of a referral account can invite colleagues, resend or cancel pending invitations and remove people on the Team page of the Referral Partner Dashboard. This guide shows who can do this and what happens for each person.
Goal
Give the right colleagues access to your referral account in the Referral Partner Dashboard, and remove access for people who no longer need it.
Before you start
You need the Admin role. A person has one of two roles on a referral account: Admin or User. An Admin can use the dashboard and manage team access. A User can use the dashboard but cannot manage team access: on the Team page they see Only an account administrator can view and manage team access instead of the lists.
Sign in with your personal login (your email and password). The Team page is not part of the demo.
Choose the right account. If you can act for more than one referral account, choose the account after signing in, or switch it from the sidebar. The Team page manages the account you have selected.
Accounts owned by a collection partner or a client. If your referral account belongs to a collection partner or a client, its people are that owner's team, so you manage them in the Partner portal or the Client portal. Only the administrators of the owner get the links to those portals on the Team page. Everyone else on that account sees a note to ask their administrator. See Collection Partners: How to invite coworkers and manage users or Clients: How to invite team members and manage users (both are written for those portals).
Steps
1. Open the Team page
Sign in at referral-dashboard.debitura.com.
Open the Team page. Under People with access you see each person's Name, Email and Role, with their Actions.
2. Invite a colleague
On the Team page, go to Invite a colleague and enter your colleague's Email. The Name is optional.
Choose their Role: User or Admin. Choose Admin only for people who should also manage the team. The Team page cannot change a person's role afterwards, so check the role before you send the invitation.
Select Send invitation.
What your colleague receives depends on whether they already have a Debitura login:
No Debitura login yet: an activation email. They use the activation link to set their first password, then sign in.
An existing Debitura login: an invitation to accept. They sign in with their existing password and accept the invitation, then sign in again to see your referral account.
3. Resend, cancel or repeat an invitation
What you can do next depends on whether your colleague already has a Debitura login.
Colleague with an existing Debitura login: the invitation stays under Pending invitations, with the columns Email, Role and Expires, until your colleague accepts it. Select Resend, for example when your colleague cannot find the email, or Cancel invitation, for example when it went to the wrong address. A resend gives the invitation a fresh 14 days, and the link in the earlier email stops working. An invitation expires after 14 days and then leaves the list. After that, invite your colleague again.
New colleague: they get access straight away, with no pending invitation, so there is nothing to resend or cancel. The People with access list shows them once you refresh the page. If they cannot find the activation email, they select Forgot password? on the sign-in page. Inviting them again does not send a new email, even though the page shows Invitation requested. If the invitation went to the wrong address, select Remove next to them (see step 4).
4. Remove a person
Under People with access, select Remove next to the person. The dialog asks Remove [name]?: select Remove access to confirm, or Cancel. Their access to this referral account ends on their next action in the dashboard, even if they are still signed in.
If the person has no other access to Debitura, their login is also scheduled for deletion. If they have access to other Debitura accounts or portals, they keep their login and that other access.
You can remove yourself. You are then signed out.
Removing an admin (the last-admin rule): you cannot remove an admin unless another admin of the account has confirmed their email address or signed in at least once. An admin whose invitation is still pending, or a new admin who has not yet activated their login or signed in, does not count. If you try, the dashboard shows You can't remove the last admin. To hand over the account, invite the new person as Admin first and wait until they appear under People with access and have signed in.
Result
The people under People with access are the people who can use your referral account in the dashboard, each with the role you chose. A removal applies to the person's next action, without waiting for them to sign out.
Edge cases
Your Debitura login uses two-factor authentication. You cannot currently sign in to the dashboard or accept an invitation with your password. If your referral account belongs to a collection partner or a client, open the dashboard from that portal. Otherwise contact Debitura through the channels in Referral Partners: Support channels, SLA, and escalation.
No admin left on the account. Contact Debitura through the channels in Referral Partners: Support channels, SLA, and escalation. Debitura can invite a new admin for you.
Your integration API key cannot manage people. Team management works only in the dashboard, signed in with a personal login.
First sign-in, passwords and sessions. See the Logging in section of Referral Partners: Using the dashboard to track cases and earnings.
Related articles
Referral Partners: Using the dashboard to track cases and earnings: the Cases, Earnings and Clients pages.
Referral Partners: How to support your customers using Debitura: answer your customers' questions with the dashboard.