User Management
Resources to guide Admin Users in managing Users
By Richard and 1 other2 authors66 articles
Admin User Management
Managing admin users
How to Add New Admin UsersEasily add and edit other administration users in Enrollsy
Understanding Admin PermissionsWhen adding or editing Administrators, here are the permission you can have
How to Edit Admin PermissionsLearn how to change what Admin users can view or edit using Roles
How to Edit an Admin's Contact InfoNeed to change something in an Admin's profile? Here's how.
How to Train New Admin UsersHow new office personnel can get started in Enrollsy
How to Remove Admin UsersLearn how to delete Users from the Admin page
New Admin User TrainingAll the resources you need to get oriented to Enrollsy
FAQs Asked by Admin UsersFrequently Asked Questions Company Admins ask answered
How to Edit Admin Email NotificationsLearn how to get notified if someone enrolls, has a failed payment, or cancels their Program/Class enrollment
How to Log In as an Admin UserUse these steps to sign in to Enrollsy as an Administrator
How to Reset the MFA (Authentication)Learn how to reset Enrollsy's Multi-Factor Authentication
How Admin can Create their Own Instructor and/or Customer AccountLearn how you can view Enrollsy from a Customer and/or Instructor point-of-view
How to Link Enrollsy with a New Phone or Email AddressHow to get Enrollsy back if your email or phone number changes
Enrollsy University: Video TrainingOn-demand and in-app video training on these page: Company, Enroll Form & Instructor
Succession PlanningEnsure a successful pass-off of responsibilities
Customers/Account Holders
Managing customers/account holders
Admin View vs. Customer Portal Account DifferencesHow the Admin view differs from what Account Holders view on their Account and Billing page in the Customer Portal
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 IssuesFind out what resources are available to assist your customers
How to Set Up a Password for CustomersSteps to set up a password in advance for staff
How to Assist Your Customers in Logging in to EnrollsyDownload a free Customer log in instructions template
How Customers Log In with Two Separate Company AccountsHave multiple Enrollsy Accounts? Find out how Customers choose which one to log into
Instructors & Staff
Managing staff/instructors
How to Add a New InstructorSetting up your teachers on the Enrollsy Instructor page is simple. Learn how to do it in four easy steps.
How to Edit Instructor Contact InformationHas your staff contact info changed? Learn how to easily update it.
How to Edit Instructor PermissionsLearn how to add or delete permissions for your Instructor or Support staff
How to Add an Instructor to a ClassIt's simple to add a new Instructor to one of your classes
How to Give Instructors Access to View or Edit ClassesIf your Instructors need to view or edit Classes, here's how to give them access
How to Set Instructor AvailabilityLearn how to easily enter an Instructor's available times
How to Add a Photo or Bio to the Instructor ProfileEasily identify Instructors or Staff with a photo and bio
Can an Instructor use the Kiosk for Separate Roles?Learn how Instructors who have different roles can still use the Kiosk
How to Remove an Instructor or StaffWhat to do when an Instructor leaves your company
How to Assist Instructors in Logging In to EnrollsyWhat to do if an Instructor gets an error message when signing in to Enrollsy
How Instructors can Access Classes & Account InfoHow to adjust permissions so staff manage Class and Account information
Do Instructors Have Any Access to Documents or Data?Learn what data/documents Instructors can access via the Instructor Portal