---
title: Allow Cross-Role Referrals for Candidates and Clients
description: Enable cross-role referrals so candidates and clients can refer both candidates and clients, expanding flexibility and leveraging their networks effectively.
---

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# Allow Cross-Role Referrals for Candidates and Clients

## Enable candidates and clients to refer both candidates and clients within the system. This allows referrals across roles, giving users flexibility to submit relevant referrals based on their network and relationships.

Let’s get started 🚀

**Step 1**: Log in to your agent dashboard and click **More** \> **Global Settings** as shown in the screenshot below.

![image2](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Agency%20Settings/Allow%20Cross-Role%20Referrals%20for%20Candidates%20and%20Clients/image2.png?width=670&height=270&name=image2.png)

**Step 2**: Click the **Agency Details** tab from the available tabs.

![image4](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Agency%20Settings/Allow%20Cross-Role%20Referrals%20for%20Candidates%20and%20Clients/image4.png?width=670&height=234&name=image4.png)

**Step 3**: Click the **Preferences** option to expand its details.

![image5](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Agency%20Settings/Allow%20Cross-Role%20Referrals%20for%20Candidates%20and%20Clients/image5.png?width=670&height=241&name=image5.png)

**Step 4**: Check the following checkboxes:

- Has Client to Client referral code
- Has Candidate to Candidate referral code
- Has Candidate to Client referral code
- Has Client to Candidate referral code

 The settings will be saved automatically.

![image3](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Agency%20Settings/Allow%20Cross-Role%20Referrals%20for%20Candidates%20and%20Clients/image3.png?width=670&height=357&name=image3.png)  
    
Open any client or candidate profile to view referral links for both clients and candidates.

![image1](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Agency%20Settings/Allow%20Cross-Role%20Referrals%20for%20Candidates%20and%20Clients/image1.png?width=670&height=290&name=image1.png)

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