Enrollsy

No need to manually add accounts; learn to quickly add them

How to Import Accounts into Enrollsy

A guide to overall management of Enrollsy

How to Manage Enrollments, Enrollees, & Accounts

What customers see about teachers/instructors

How Much Instructor Information is Visible to the Customer

Find out where the save button is to make sure all edits are saved

How to Save Customer Information

How the Admin view differs from what Account Holders view on their Account and Billing page in the Customer Portal

Admin View vs. Customer Portal Account Differences

Download a free Customer log in instructions template

Helping Customers Sign In to Enrollsy

Serena Edwards

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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