The number of Admin users you can have depends on your plan. You can add more users for a monthly charge.
Non-profit plans include 3 Admin users
The Pro Plan includes 2 Admin users, and you can add more for $30/month per user
Add a New Admin User
Follow these steps to give another person Admin access to your Enrollsy account.
Step 1 — Go to the Admins Page
Go to the My Company page (link: https://app.enrollsy.com/my-company/company)
Select the Users tab in the top banner
Click Admins
Step 2 — Click the Add Button
Click the blue + button in the top right corner of the Admins page
Step 3 — Enter Basic Information
In the drawer that opens on the right, fill in the Basic section:
First and last name
Title (optional)
Login email. This email is used for both the Admin's login and their notifications, so check it carefully for accuracy
Cell phone number (optional)
Step 4 — Select a Role
Roles control which permissions an Admin has. There are 29+ permissions available. To learn what each one does, see Admin Permissions — Understanding and Editing Roles.
Click the Role dropdown in the Role & Assignments section
Check the box next to the role you want to assign
To create a new role, click the blue + button, name the role, and select its permissions. You can create as many roles as you need
Step 5 — Assign Locations and Companies
Select the Location(s) the Admin can access
Select the Company(s) the Admin can access
Step 6 — Choose Email Notifications
In the Emails section, check the box next to each notification the Admin should receive:
Receive failed customer payment emails
Receive new enrollment emails
Receive enrollment rescheduled emails
Receive enrollment cancellation emails
Step 7 — Save
Click Save to add the Admin user
Edit an Existing Admin User
Go to My Company > Users > Admins (link: https://app.enrollsy.com/my-company/admins)
Click the pencil icon next to the Admin user you want to edit
Make your changes in the drawer that opens, then click Save
You can edit any of the following:
Name
Title
Email address
Cell phone number
Role and permissions
Locations and companies
Email notifications
NOTE: Be careful when editing an Admin user's role. Changes to a role apply to everyone with that role, not only the person you're editing. If one Admin needs different permissions, create a new role for that person.
Turn Email Notifications On or Off
Go to My Company > Users > Admins
Click the pencil icon next to the Admin user
Scroll to the Emails section at the bottom of the drawer
Check or uncheck the box for each notification
Click Save
Notification settings are saved for each Admin separately. To change notifications for more than one Admin, repeat these steps for each person.
Troubleshooting — Not Receiving Emails
Check that the Admin's email address is spelled correctly
Whitelist enrollsy.com in your email client (link: https://wpastra.com/guides-and-tutorials/whitelist-email-address/)
Remove an Admin User
When a director, manager, or other Admin leaves your company, remove them from Enrollsy so they no longer have access.
Go to My Company > Users > Admins (link: https://app.enrollsy.com/my-company/company)
Click the trash can icon next to the Admin user you want to remove
Click Delete in the window that opens
Click Delete Anyway to confirm
After you remove the Admin, let us know so we can take them off our mailing list. Send their name and the email address they used in Enrollsy through the chat bubble in your Enrollsy Admin account, or email support@enrollsy.com (link: mailto:support@enrollsy.com).
Undo an Accidental Deletion
Click Undo in the row where the deleted Admin user was listed
The Admin user is restored right away
NOTE: Undo only shows until you refresh the page or go to a different page.
