ReferralCandy

Understand what “Active” vs “Suspended” means, what stops working, and what happens to existing referrals and coupon codes.

Account states

Add a second sign-in step to your ReferralCandy dashboard login with an authenticator app — turn 2FA on or off anytime.

Setting up two-factor authentication (2FA)

Serve your referral links, advocate portal, and friend offer page from your own branded subdomain instead of yourstore.refr.cc.

Setting up a custom domain for your referral portal

Find your API credentials, reset your secret, update your integrations and revoke the previous secret.

Finding your API credentials and resetting your API secret

Connect your AI agent to read ReferralCandy campaign data, ask about performance, and manage or turn off its access.

Connect your AI agent to ReferralCandy (MCP)

Change your admin email address, manage your profile details, and choose which automated alerts ReferralCandy sends you.

[Shopify] Managing your account settings

Change your admin and login email addresses, update or reset your password, and choose which automated alerts you receive.

[Other Platforms] Managing your account settings

Cancel your ReferralCandy plan and permanently delete your account data — steps for Shopify and all other platforms.

Cancelling and deleting your ReferralCandy account

Answers to common questions about how ReferralCandy stores, processes, protects, and deletes personal data.

ReferralCandy data protection & security FAQ

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Account Management

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

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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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Create your account and invite the first people to your workspace.

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