Roster

Streamlining Referral Reward Management: A Comprehensive Guide

Refer to the following information to better understand your referral commissions within the ambassador portal:

Referral Commissions Explained

Setting up Recurring Commissions & Points

Setting Up Tiered Referral Rewards

Adding referral reward overrides

Referral Payments Overview

Sending Payments Manually

Enhancing Customer Engagement through Referral Points: A Comprehensive Guide

Optimizing Referral Sales: A Strategic Guide to Achieving Advocacy Program Goals

Setting Up & Maximizing Referral Rewards

Optimizing Refund and Cancellation Processes for Different eCommerce Platforms

Marcella Edwards

Caroline Arlasky

Commissions & Payments

Streamlining Advocate Payments with Roster's PayPal Payouts Integration

Integrating with PayPal Payouts

Test the PayPal Payouts Integration

Troubleshooting PayPal Payouts Integration

Understanding PayPal/Venmo Payment Statuses

Paypal & Venmo

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Ambassador Login

Roster Homepage

Ambassador Support

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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