Pairing With an Assignor as an Organization

• You’ll begin by locating your organization name in the upper right hand corner, clicking on it and selecting “Assignors”

• Your next step will be to use the search bar and filter functions to look up an assignor that you would like to pair with

• You will also notice that at the bottom of your view, there will be an “Other Assignors” section. This is a list of all assignors in the Refr system, so if you’d like to scroll to find the one that you would like to pair with, feel free to do so
• Click on “Request to pair”. Once the assignor accepts the request on their end, you’ll receive a bell icon notification and they will appear under your paired assignors.

If you have any questions or need any clarification on financial information or completing your account don’t hesitate to use a help center or live chat or send an email to [email protected], we’re always happy to help!