Enrollsy

Learn how to add customized messages to be shown at enrollment or in a customer account

How to Add Messages & Instructions to the Enroll Form or Customer Portal

Enter messages that can only be viewed by Admin users on Accounts or Enrollee pages

How to Create and Download Internal Notes

Learn how to set up Admin-User specific notifications

How to Set up the Admin Notification Center

Serena Edwards

Creating messages and notes within Enrollsy

General Notes & Messages

Enrollsy.com

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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