Enrollsy

An overview of how to make payments, view Transaction History, and update payment information.

How to Edit Account & Enrollee Information in the Customer Portal

Steps Primary Account Holders need to take to give Secondary Account Holders access to their account

How to Give a Secondary Account Holder Access to the Enrollsy Account

If you are a Customer or Account Holder, learn how to access your Enrollsy account to fill out additional information

How to Fill Out Additional Information in the Customer Portal

Serena Edwards

How to access account information and make payments in the customer portal

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Enrollsy.com

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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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