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How to Allow Account Holders to Enroll Themselves
How to Allow Account Holders to Enroll Themselves

Easily change company settings to allow "Enroll Self"

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

If you want Primary Account Holders (Customers) to be allowed to enroll themselves as Enrollees (Account Holders can also be Enrollees), you can do that in your My Company settings.

Enroll Form Settings

Head over to the My Company page and scroll down to the Enroll Form heading. There you will see a checkbox beside "Allow 'enroll self.'" Check that box to enable this option:

allow enroll self option in Enrollsy

Allow "Enroll Self"

After you check the box, you will need to make a selection from the options shown:

Allow enroll self in Enrollsy

Enroll Options Explained

  • Default selection to 'Enroll Someone Else.'

  • Default selection to 'Enroll Self'

    • If the Account Holder selects one of these two selections in the Enrollee Info part of the Enroll Form, the system will ask who they are enrolling and default to the selection they choose.

    • If the Account Holder selects "Enroll Someone Else" at the end of the first enrollment, the system will give them a choice to enroll the Primary Account Holder or someone else.

    • The following is how this question looks at enrollment (for Default to 'Enroll Someone Else'):

default selections on Enroll Form in Enrollsy

  • 'Enroll Self' first

    The system will automatically enroll the Primary Account Holder as the Enrollee. It will show a message like this (if "Serena Edwards" was entered as the Primary Account Holder):

Enroll self first on Enroll Form in Enrollsy
  • 'Enroll Self' only -

    The system will automatically enroll the Primary Account Holder as the Enrollee.

    Enroll self only in Enrollsy
  • 'Enroll Someone Else' first -

    The system will not ask, but will direct you to enroll another person (other than the Primary Account Holder):

    enroll someone else on Enroll Form in Enrollsy
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