How do I “Edit a Referral” on EPICompliance “Refer A Friend”?

1. On the EPICompliance Customer Console, access “Accounts,” then the “Refer a Friend” section.
2. Click the name of the referral you want to edit.  
3. The “Refer-A-Friend” box will appear on your screen. Click on the Edit icon located at the upper right corner.
4. Proceed to edit the information.
5. When done, click on the Save button.
6. Reminder – if you wish to re-send the Refer A Friend invitation, please click on the “Re-Send Invitation” button.

 

For questions or concerns, contact us via the following:

• Chatbox/window on your Complete Compliance Suite screen.
• Telephone: 877-560-4261
• Email: support@epicompliance.com