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.
NOTE: If you leave this box unchecked, you will have to type in the name of the Enrollee (whether that is the Primary Account Holder or someone else). It will not give you any options.
Allow "Enroll Self"
After you check the box, you will need to make a selection from the options shown:
Enroll Options Explained
Default Selection to "Enroll Someone Else"
If you choose the "Default selection to 'Enroll Someone Else'" option, in the Enrollee Info part of the Enroll Form, the system will default to "Someone Else," but will give them a choice to enroll the Primary Account Holder or someone else.
The following is how this looks at enrollment:
Default Selection to "Enroll Self"
If you choose the "Default selection to 'Enroll Self'" option, the system will default to the Primary Account Holder, but will give them a choice to enroll someone else.
The following is how this looks at enrollment:
"Enroll Self" First
If you choose "Enroll Self Only" option, the system will automatically enroll the Primary Account Holder as the Enrollee. If no fields are included in the Enrollee section, this section will be skipped on the Enroll Form if this selection is checked.
The following is how this looks at enrollment:
If the Customer chooses to enroll another person after completing the first enrollment, they will be provided the option to enroll themselves (the Primary Account Holder) or someone else.
The following is how this looks at enrollment:
"Enroll Self" Only
If you choose the "Enroll Self Only" option, the system will automatically enroll the Primary Account Holder as the Enrollee, and they will only have the option to enroll themselves in another Class. There will be no option to enroll someone else.
The following is how this looks at enrollment:
"Enroll Someone Else" First
If you choose "'Enroll Someone Else' First" option, the system will not ask, but will direct you to enroll another person (other than the Primary Account Holder) in the Enrollee Info section.
The following is how this looks at enrollment:
