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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 (required if using the Kiosk to check in/out). The Bio section is optional.

Add an Instructor in Enrollsy

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.

Add a role for instructor in Enrollsy

Step 3 - Include Login/Access All Classes

Click the Include Login checkbox so that they can log in with the provided email.

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 them to their Classes by editing the Class and adding them:

Editing a Class to Change Instructor in Enrollsy

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 multi-factor authentication method.

Further Reading:

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