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How to View or Edit Enrollees & Accounts in the Instructor Portal
How to View or Edit Enrollees & Accounts in the Instructor Portal

Find out how to see your Student and Account Information

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

Instructors can view Enrollees who are enrolled in their Class(es). They can also see Enrollees' Account information. This can be done on the Classes page or the Activities page.

Classes Page

You can view all Classes you have access to on the Classes page, as well as the Enrollees. You also have access to the Enrollee's timelines on this page.

View & Edit Classes

You can view and edit Classes you have access to on the Classes page. Click on the down arrow on the right side of the Class and then the pencil icon to edit.

You can also reassign Enrollees on this page to another Class or Program.

View & Edit Enrollees

You can view all Enrollees in a Class by clicking on the Class. The Enrollees will be listed. Here, you can view the Enrollee's Activity timeline by selecting the Activity timeline icon (to the far right of the Enrollee).

Click on the Enrollee's name to open up the Enrollee's timeline that shows the following:

  • Activity timeline

  • Enrollee's information, as well as the programs/classes they are enrolled in and program form fields

  • Account information

Activities Page

On the Activities page, you can view Classes, as well as view and edit Enrollee information and Account information.

View Classes

Click on the Activities page on the menu. Here is where you can see the Class(es) you have access to at the top:

viewing classes in Enrollsy

Below that will be a list of all Enrollees currently enrolled in that Class:

viewing enrollees in a class in Enrollsy

View & Edit Enrollees

To see the Enrollee and Account info collected during enrollment, click on the info button:

viewing enrollees in Enrollsy

A window will open on the right side. Click on the Enrollee tab in the middle to see the Enrollee's Program(s) and Class(es). If there are any Program Form fields, they will be viewable here under the specific Program.

viewing and editing enrollees in Enrollsy

Scroll down to see the Enrollee's information (or "Student" in this example), including Medical Info, Allergies, etc. (if this kind of information was on the Enroll Form).

enrollee information in Enrollsy

View & Edit Accounts

Click the Account tab to see the Primary Account Holder's contact information:

Viewing and editing account in teacher app in Enrollsy

You can also see the Secondary Account Holder's information, as well as any Emergency Contacts, Release Contacts, etc. (if this information was answered on the Enroll Form).

For Frequently Asked Questions, see Instructor FAQs.

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