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How to Add New Admin Users

Easily add and edit other administration users in Enrollsy

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

**Remember that you have a limited number of Admin users based on your selected plan package. You can always upgrade to more users for a monthly charge. If you are a non-profit, you are allowed 3 Admin users. If you are on the Pro Plan, you are allowed 2 free Admin users, but can add up to three additional Admin users for $30/month per user.

Follow these steps to add another Admin User:

Step 1 - Users > Admin

Head to the My Company page and select the Users tab from the top banner and click on Admins.

Step 2 - Add Admin

Select the + button in the top right corner to create Admins.

Step 3 - Enter Basic Information

Fill in all relevant Admin information in the drawer that opens to the right screen (cell phone number is optional):

  • First and Last name

  • Email address (to be used for both communication and the admin login; please DOUBLE-CHECK this email for accuracy)

  • Cell Phone Number

Step 4 - Select Role and Permissions

  • Create Roles to categorize and give permission to users. You can create as many Roles as you need to by clicking the blue plus button.

  • Name the Role and select which permissions you want to provide the Admin. There are 29+ permissions available for Admins. These permissions are described in more detail in this support article. Assign the role to the Admin User by checking the box beside the role:

admin user roles in Enrollsy

Step 5 - Assign Location(s) & Company

Next, assign the Location(s) and Company you want the Admin user to access.

admin user role and assignments in Enrollsy

Step 6 - Add Notifications

Lastly, select which notifications each Admin receives. These email notifications include the following:

  • Receive failed customer payment emails

  • Receive new enrollment emails

  • Receive enrollment rescheduled emails

  • Receive enrollment cancellation emails

Step 7 - Save

Click "Save," and you're done. You can edit your Admin Users anytime by clicking on the pencil icon next to their name.

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