Referral settings

This tab allows you to set certain parameters that will be pre-filled by default in the corresponding fields when creating new referral programs:

Expiration date - determines the date until which the referral program can be activated. The referral link is valid until this date. Duration in days - the duration of the referral program on the client's account, starting from the day of its activation. Introducer account group - the account group assigned to the Partner account when it is created automatically. Access Set - the permissions used to provide the client with access to the automatically created Partner account.

These parameters are used when a partner account is automatically created when the client joins their first referral program. When a partner account is created from the Accounts section, arbitrary parameters can be used.

When the Use partner account only checkbox is enabled, only accounts with the Partner management type can be used as partner accounts when creating or editing a referral program. Accounts with the Brokerage type are no longer available for selection. Enabling this setting does not change existing referral programs that use a different account type. However, once enabled, it is impossible to create a new program or modify an existing program using a non-partner type introducer account.

For more information about referral program settings, see the article Referral programs.