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