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How to Keep Accounts Holders from Changing Certain Enroll Form Fields
How to Keep Accounts Holders from Changing Certain Enroll Form Fields

Hide certain fields from the Customer Portal to prevent changes

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

You may want to have certain fields on the Enroll Form that you don't want Account Holders to be able to change, such as consent fields or allergies/medications.

The best way to do this is to hide the field on the Customer Portal. This means this field will not be viewable (or editable) in the customer's account. The Account Holder will have to reach out to an Admin user to report a change on any of these fields.

Follow these steps to hide a field in the Customer Portal:

  1. Access your Enroll Form by visiting My Company > Forms > Enroll Form

  2. Beside the field you want to hide, click the cog icon to open the field settings

    field settings button in Enrollsy

  3. Scroll to the bottom. Under "Other Settings," turn the toggle(s) on for the "Hide in Customer Portal" setting

  4. Click the Save button to save the changes

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