Account Management
How to manage account holders and accounts
By Serena and 1 other2 authors10 articles
- How to Merge or Separate AccountsSometimes you may have two identical accounts and need them combined into one. Here's what to do in that case.
- How to Search & Find Active and Inactive AccountsFinding someone's account in Enrollsy is simple
- How to Give an Account Holder AccessEnrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password.
- Understanding Inactive AccountsLearn what happens when an Account is made inactive
- How to Delete an Unneeded AccountIf you have an Account that was made in error and needs to be deleted, learn how to get that done
- How to Create a Customer AccountAdmin Users don't have to enroll someone to create an Account
- Account Holder Login: Common QuestionsEmail addresses in Enrollsy
- How to Edit Account Holders & Change the Primary Account HolderNeed to switch a Primary Account Holder to someone else? Here's how.
- How to Hide the Payment Section in the Customer PortalHow to prevent Account Holders from making payments (or editing payment methods)
- How to Handle Customer Issues & Contact SupportFind out what resources are available to assist your customers