Managing Multiple Roles and Accounts

Many Refer2u users have multiple roles and accounts. Here's how to manage them effectively.

Common Scenarios

Personal Brand + Business Owner

• Personal Brand account for personal network
• Business Account as owner for your company
• Switch between profiles as needed

Personal Brand + Employee

• Personal Brand account for personal network
• Member of Business Account for work
• Keep networks separate

Multiple Business Roles

• Owner of one Business Account
• Admin/Member of another Business Account
• Use profile switcher to manage

Profile Switcher

The profile switcher lets you:

• Switch between profiles easily
• See all your profiles in one place
• Access different networks quickly
• Maintain separation

Best Practices

1. Use Descriptive Names: Name profiles clearly
2. Organise Contacts: Keep contacts in correct profile
3. Regular Switching: Switch profiles as you work
4. Clear Boundaries: Maintain clear separation
5. Review Regularly: Clean up and organise

Tips

• Set Default: Choose a default profile
• Quick Switch: Use keyboard shortcuts if available
• Notifications: Check notifications for each profile
• Separate Goals: Different goals for each profile

Common Mistakes

• Mixing personal and work contacts
• Using wrong profile for activities
• Not switching profiles
• Confusing account types

Avoid these by being mindful of which profile you're using.