Help
Quickly understand the basics of Refernet
Introduction
Refernet is designed to be easy to use. However, here are a few resources to help you further.
If you are an Agency User and you can’t find what you need here, then your first point of contact for assistance is your System Administrator.
Purge a referral.
If a customer asks you to remove all their details from Refernet, give your System Administrator the relevant referral ID, and they will do this for you.
Password reset issues.
Sometimes when a User needs a new password, it doesn’t work. As a Primary User or System Administrator, here is the process to run through with them, to ensure they get connected again.
Data protection.
Referral anonymisation for Agencies
Agency Primary Users should ensure that attributable referral data is deleted after a suitable period of time. This is your responsibility, and you should ask your System Administrator about setting your Agency’s anonymisation countdown, after which, customer data is automatically removed from referrals.
User anonymisation for Agencies
Agency Primary Users should anonymise any Users in their Agency who leave, by accessing the User profile, under Users > List All > Edit (for that User) and edit all User data as shown in the example below:
The email address should probably be the one at the bottom of your system page.
Add 1 to each new leaver. i.e. 0001 for the first, 0002 for the second etc.
In this way, all User attributable data is removed and referral data is retained , which takes a few seconds each time it needs to be done.
How to make a referral
Find out how to find an Agency to refer your client to, fill out the referral form and send. Plus add Agencies to favourites.
Managing Users in Refernet
If you are a Primary User at an Agency, find out how to manage your other users. Read the security pdf document as mentioned in the video here. here
Registered Office
38 Holland Road
Hove
East Sussex
BN3 1JL
Telephone
01273 244099
User support
Please visit your Refernet system page and find your support email at the bottom.
Email general enquiries
info@refernet.co.uk
Refernet is a service developed, built, provided and supported by ViccariWheele Ltd