What's new in our release Tuesday 22nd July 2025

Our new User Management feature is designed to enable Super Scheme Administrators to invite new users and manage user roles and permissions directly within the platform. We've created a step-by-step tutorial for Super Scheme Administrators when first logging in to guide you through the process described below.

Why does it matter?

This new functionality is designed to save your team valuable time by removing the need to submit help desk tickets for simple user changes. Instead of waiting for support, you can instantly invite new team members and adjust ser's roles as needed. This gives you greater flexibility to adapt as your team evolves, speeds up onboarding, and puts full control of user management directly in your hands.

How does it work?

Creating a new user

1. On your ReferAll Platform, navigate to the Users tab and find the Add Scheme Administrator option (only available to Super Scheme Admins):

2. This will then open the following window where you will be prompted to enter the new user’s details and select an administration role. Clicking Add Scheme Administrator will then trigger the activation email and you will see the green notification below confirming the email has been sent.

3. If a user requires access to multiple Scheme Provider areas, they will need to be added to each one individually following the same process. If the user is already signed up, they will be instantly added to that area. 

 

Managing the User Permissions

Back on the Users page, you can manage your individual team members' user role by selecting Edit, which will open a new window and allow you to select a new Administration Role.

More information on the different permissions attached to each role can be found here!