Sometimes you have new Instructors or Support Staff and need to add them to Enrollsy. Follow these steps:
Step 1 - Add Information
Go to the Instructors page and click the blue plus (+) button. Add the Instructor's name, email address, and cell phone (a cell phone number is required if using the Kiosk to check in/out). The Bio section is optional.
Step 2 - Create a Role
To make a Role for the Instructor, click the blue plus button. A new window will come up where you can name the role (i.e., "Full Permission" or "Instructor Role"). Select the permissions and Save.
Step 3 - Include Login/Access All Classes
NOTE: Be sure to click the Include Login checkbox so they can log in with the email on their account.
When the Include Login box is checked, you will see the option for "Can access all Classes." Check this box to allow the new Instructor to have access to all classrooms. This option will also make waitlists visible to the Instructor.
You will need to add the Instructor to at least ONE class so that he/she will be able to check in/check out.
NOTE: Any Instructors with access to all Classes will not be listed on the Class in the confirmation message to the customer.
Step 4 - Add Availability (optional)
Change the time zone (if applicable) and add start and end times.
NOTE: If there is a break in between, you can add one set of times, then add another (i.e., 9:00 a.m. to 1:00 p.m., then 2:00 p.m. to 5:00 p.m.). Be sure to click Save!
Step 5 - Assign to Classes
Go to the Programs page and assign the Instructors to their Classes by editing the Class and adding them:
Step 6 - Send Instructors Link & FAQ to Sign In
Now that they're created and assigned to their Classes, send them a link to the FAQ titled How Instructors log in for the first time so they can log in for the first time and set up the multifactor authentication method.