Saltroad

Your Personalised Referrals page: how matched referrals are shown and how to view and act on them.

Accessing Referrals

How to submit your interest in a referral via the in-account process, step by step.

Getting Assigned a Referral

How Saltroad decides who to assign a referral to when multiple therapists are interested.

How We Assign Referrals

What happens once you're assigned a referral, from customer contact to receiving case notes.

After Being Assigned a Referral

Details about Saltroad referrals & how they are assigned

Referrals

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

Prototype role-limiting follow-up

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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