A Primary Account Holder can give a Secondary Account Holder login access to their account. With access, the Secondary Account Holder can set up a password and sign in to Enrollsy in a browser or the app with their own email address.
IMPORTANT: Only give login access to a trusted Secondary Account Holder. Once they have access, they can do everything in the account the Primary Account Holder can, including using saved payment methods and making changes.
Requirements for Login Access
A Secondary Account Holder can get login access only if:
Their email address is different from the Primary Account Holder's email address
Their email address isn't the Primary Account Holder email address on any other account
Who Can Give or Remove Access
Primary Account Holders can give or remove access during enrollment on the Enroll Form, or at any time after enrollment in the Customer Portal
Admins can give or remove access only during enrollment on the Enroll Form, and only with express permission from the Primary Account Holder
After enrollment, only the Primary Account Holder can change login access.
Give Access — Enroll Form
On the Enroll Form, enter the Secondary Account Holder's email address
Turn on the Allow Login Access toggle
Give Access — Customer Portal
Sign in to the Customer Portal or Enrollsy app as the Primary Account Holder
Go to My Account
Turn on the Allow Login Access toggle for the Secondary Account Holder
Remove Access
Primary Account Holders can turn off the Allow Login Access toggle in the Customer Portal under My Account, or on the Enroll Form during enrollment
Admins can turn off the Allow Login Access toggle on the Enroll Form during enrollment only, with express permission from the Primary Account Holder
Check Who Has Access — Admins
Click Enroll in the left menu
Enter the Primary Account Holder's email address to load the customer
Check the Allow Login Access toggle above the Secondary Account Holder's information
