Account Management

Everything you need to know about managing your Account Holders, Enrollees, and Enrollments

Serena Edwards avatar Ty Holbrook avatar Tyler Andersen avatar
30 articles in this collection
Written by Serena Edwards, Ty Holbrook, and Tyler Andersen
Account Holders

How to change an Enrollee Account to the Primary Account Holder

Is the Enrollee and Primary Account Holder the same person? Here's how Admins can make that change
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Written by Serena Edwards
Updated over a week ago

How to search for an account

Finding someone's account in Enrollsy is simple
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Written by Serena Edwards
Updated over a week ago

How to find an Account page

How to find your Enrollees' Account information in Enrollsy
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Written by Serena Edwards
Updated over a week ago

How to give an Account Holder access

Enrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password.
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Written by Serena Edwards
Updated over a week ago

How to delete an unneeded Account

If you have an Account that was made in error and needs to be deleted, learn how to get that done
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Written by Serena Edwards
Updated over a week ago

How to create a Customer Account without enrolling

Admin Users don't have to enroll someone to create an Account
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Written by Serena Edwards
Updated over a week ago

When someone enrolls, do they create an Account in Enrollsy

What happens when an Admin or Account Holder enrolls?
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Written by Serena Edwards
Updated over a week ago

Is there a way for someone to enroll & automatically be "inactive"?

Any Enrollment means an Account is "active"
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Written by Serena Edwards
Updated over a week ago

Can Account Holders have two different emails to the same account?

Email addresses in Enrollsy
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Written by Serena Edwards
Updated over a week ago

Does the Primary Account Holder login with the same email they enrolled with?

How to login in as an Account Holder
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Written by Serena Edwards
Updated over a week ago

Can Inactive Accounts still access their Account?

What Account Holders do with their Account once they are no longer active
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Written by Serena Edwards
Updated over a week ago

How to merge duplicate Accounts

Sometimes you may have two identical accounts and need them combined into one. Here's what to do in that case.
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Written by Ty Holbrook
Updated over a week ago

What happens when an Account is deactivated

Learn what happens when an Account is made inactive
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Written by Tyler Andersen
Updated over a week ago

How to search for an Inactive Account

How inactive accounts show up in Enrollsy
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Written by Serena Edwards
Updated over a week ago