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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 2 months 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 can add up to three additional Admin users for $30/month per user.

Head to the My Company page and follow these steps to add another Admin User:

Step 1 - Users > Admin

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 Information

Fill in all relevant Admin information in the drawer that opens to the right screen, including the following:

Basic Information

Add the following information for the Admin User (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

Role and Assignments

  • 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 28 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
  • Next, assign the Location(s) and Company(s) you want the Admin user to access.

admin user role and assignments in Enrollsy

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 4 - 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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