Enrollsy

Follow these steps to add someone to an Enrollsy Account

How to Add Another Enrollee to an Existing Account

Use sorting and filters to quickly locate enrollees by date or enrollment status

How to Find & Sort Enrollees in the Enrollees Table

Find out how to make sure you have withdrawal dates for all Enrollments

How to Unenroll an Enrollee & Track Withdrawals

Learn what all takes place if an Enrollee is completely deleted in Enrollsy

How to Delete an Enrollee Record

Including a picture of your Enrollees is helpful to get to know them

How to Add an Enrollee's Photo

Serena Edwards

Richard Hogan

Enrollee Profiles

Enrollsy.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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