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Admin View vs. Customer Portal Account Differences
Admin View vs. Customer Portal Account Differences

How the Admin view differs from what Account Holders view on their Account and Billing page in the Customer Portal

Serena Edwards avatar
Written by Serena Edwards
Updated over 3 weeks ago

An Account is typically identified by a name and a unique email address (and optionally an ID). Accounts are owned by a Primary Account Holder, who is ultimately responsible for payment.

In this case, the "Customer Account" pertains to the account in its entirety including the billing tab, the Account tab, and the Enrollee tab(s). The Customer's view of their Account looks much like the Admins view, with these exceptions. We'll go through each tab found in the Admin portal.

NOTE ABOUT ENROLL FORM: Admin Users' view of the Enroll Form in Enrollsy differs from that of Customer/Primary Account Holders. Admin users have a "backend" view, while Customers have a "frontend" view of the software. Click here to see these key differences.

All Tabs

Internal Notes

Admins have Internal Notes on the Account page, Enrollee page, and Billing page. These are notes that only Admin Users can view.

Admin View

internal notes in Enrollsy

Billing Tab

Transactions

The Customer's Transactions page is the same as the Transaction History on the Billing page for an Admin, with a few key differences:

  • Transaction History

    Admin users can view the Transaction History on the Billing tab. Customers can view this on the Transactions page.

    Besides having the option to post or edit transactions and create invoices, the Transaction History looks much the same for both Admins and Customers. There is one additional column on the Admin view called "Classification," which is usually just the Company name and is an internal setting.

    Admin View

transaction history in Enrollsy

  • Printing/Downloading Transactions

    Customers can download all transactions or print a statement or transaction summary. These are the only actions they can make on the Transaction page. Admin users can also export transactions to a spreadsheet.

    Customer View

printing or downloading transactions in Enrollsy

Invoices

Customers can view current, paid, and future Invoices on the Home page (unless paid or future Invoices have been hidden on the customer portal, which is a setting on the My Company page under Portals). Customers can only view their Invoices, they can't make any changes to them.

Admin users can edit invoices, including deleting and adding charges and credits, or posting payments. Invoices are found on the Billing tab.

Customer View

Payment Plans

Customers can also view their Payment Plans and the payment events on the Home page. They cannot make any changes to current Payment Plans or add additional Payment Plans. Only Admin Users can add or edit Payment Plans on the Billing tab.

Admin View

Payment Methods

Both Admin users and Customers can view, edit, and delete any payment methods in the account. The Customer view looks slightly different from the Admin's view and can also be found on the Home page. Admin users can edit payment methods on the Billing tab.

Multiple Payers - Only Admin users can add or change additional payers on an account. Customers can only view the additional payer and any portion set for that payer.

Customer View

Account Tab

Login Access

Primary Account Holders have a toggle located under the Secondary Account Holder, like the one below, that gives the Secondary Account Holder shared login access.

Customer View

allow login access in Enrollsy

Enrollee Tab

Program Action Buttons

Admin Users can see multiple extra things on the Enrollee page that Customers can't see. These include the enrolled on a date; a deactivate Account toggle, a "Go to" button where they quickly go to the Documents or Activities page, and an "Action" button where they can resend the email confirmation.

Admin View

program action buttons in Enrollsy
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