Permission Sets for Advocates to Manage Referrals

Assign advocates the permission set that they require to manage their referrals on Experience Cloud sites

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management.
Name Use Business Requirement
Access B2B Referrals View and track referral records Advocates can refer business, and track the referrals and rewards by using Experience Cloud sites.

For information about assigning permission sets to advocates in an Experience Cloud site, see Add Members to Your Experience Cloud Site