Who can use this feature?

  • WEdata Company Administrators

Referral emails are sent to service provider staff when a new referral is made. Typically, these referrals are not assigned to a specific caseworker, resulting in all service provider portal users receiving the notification.

Referral emails can now be disabled for individual users. This feature helps manage referral email notifications, reducing unnecessary emails by allowing administrators to disable notifications for specific users.

Disable referral emails for an individual user

1. Open the User Profile: In the WordPress back-end, navigate to Users, enter the name or email in the search bar of the user you wish to edit, and select Search Users.

2. Edit the User Profile: Hover over the username and select Edit.

3. Disable Referral Emails and Update User: Scroll to the bottom of the user profile and click the Suppress Referral Emails checkbox. Then select Update Profile to complete the process.

Enable referral emails for an individual user

1. Open the User Profile: In the WordPress back-end, navigate to Users, enter the name or email in the search bar of the user you wish to edit, and select Search Users.

2. Edit the User Profile: Hover over the username and select Edit.

3. Enable Referral Emails and Update User: Scroll to the bottom of the user profile and uncheck the Suppress Referral Emails checkbox. Then select Update Profile to complete the process.