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How to View Shared Videos, Links and Files in the Customer Portal

Find the meeting links, videos and files an organization shares with each Enrollee

Written by Richard Hogan

Organizations can share content with Enrollees in the Customer Portal, such as virtual meeting links, videos and files. Shared content is organized by Enrollee and Program.

Step 1 — Open the Content Page

  • Sign in to the Customer Portal using the link from the company you’re enrolled with

  • Click Content in the menu bar

Enrollsy Customer Portal menu bar with the Content option highlighted

Step 2 — Select an Enrollee

  • Click the name of the Enrollee whose content you want to view

Enrollsy Customer Portal Enrollee Content list with three Enrollee names and the first one selected

Step 3 — Select a Program

Each Program the Enrollee is enrolled in has its own tab.

  • Click the tab for the Program you want to view

Enrollsy Customer Portal Content page with Program tabs and the first Program selected

Step 4 — View the Shared Content

The Program’s shared content appears as cards. Shared content can include:

  • Zoom links for virtual meetings — click Join to open the meeting

Enrollsy Customer Portal content card with a Zoom meeting description and Join button
  • YouTube or Vimeo videos — play the video in the card

Enrollsy Customer Portal content card with an embedded Vimeo video
  • Google Drive or Dropbox folders with PDFs or other files — click View to open the folder

Enrollsy Customer Portal content card with an image and View button linking to a shared folder

When No Content Is Available

If the organization hasn’t shared anything for a Program yet, you’ll see a No Content message. Contact the organization if you expected to see content.

Enrollsy Customer Portal No Content message for a Program with no shared content
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