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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 week 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:

Step 1 - Access Enroll Form

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

Step 2 - Field Settings

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

field settings button in Enrollsy

Step 3 - Choose Setting

Depending on whether you are wanting the Customer to fill out the field on the Enroll Form or be able to view it in the Customer Portal, choose one of the following options.

Option 1 - Hide in Customer Portal

This setting allow the Primary Account Holder to complete the field on the Enroll Form, but they cannot view those responses in the Customer Portal.

To turn on this setting, scroll to the bottom. Under "Other Settings," turn the toggle(s) on for the "Hide in Customer Portal" setting. Click the Save button to save the changes.

Option 2 - Hide in Instructor Portal

This setting allow the Primary Account Holder to complete the field on the Enroll Form, but Instructors cannot view those responses in the Instructor Portal.

To turn on this setting, scroll to the bottom. Under "Other Settings," turn the toggle(s) on for the "Hide in Instructor Portal" setting. Click the Save button to save the changes.

Option 3 - Not Editable by Primary Account Holder

This setting hides the field on the Enroll Form. The Account Holder also cannot edit the field but can view that field on the Customer Portal. This setting is most beneficial for internal fields that Admin users fill out and need Account Holders to be able to view but not edit.

Option 4 - Hide on Enroll Form

This setting does NOT allow the Primary Account Holder to fill in the fields on the Enroll Form, but they can edit the response in the Customer Portal.

NOTE: One or all three of the above settings can be turned on for any field, depending on what you want the Account Holder to be able to fill out, edit, and/or view.

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