User Management
Resources to guide Admin Users in managing Users
By Serena and 1 other2 authors26 articles
General Overview
Overview and FAQ asked by admin users
FAQs Asked by Admin UsersFrequently Asked Questions Company Admins ask answered
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
Troubleshoot Not Being Able to Manage Classes, Enroll Form, etc.Learn how to edit permission for Admin and Instructor Users
Admin Users
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
Admin Portal Interactive GuidesNeed step-by-step instructions on how to do something in Enrollsy? See these interactive guides!
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
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 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