Enrollsy

Add accounts in bulk by uploading a CSV file instead of entering them one at a time

How to Import Accounts into Enrollsy

Learn which Enrollsy pages need you to save changes and where to find the save button on each one

Where to Find the Save Button on Pages Without Auto-Save

See what Admins can view and manage on an Account compared to what Account Holders see in the Customer Portal

How Accounts Differ in the Admin Portal and Customer Portal

Share the right sign-in link, reset passwords, and fix common customer login issues

How to Help Customers Sign In to Enrollsy

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Overview of accounts, enrollments, and enrollees

General Overview

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.

Connect your stack

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.

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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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