User Management

Resources to guide Admin Users in managing Users

18 articles in this collection
Written by Richard Hogan, Serena Edwards, and Tyler Andersen

General Overview

FAQs asked by Admin Users

Frequently Asked Questions Company Admins ask answered

Written by Serena Edwards
Updated over a week ago

How Admin can create their own Instructor and/or Customer Account

Learn how you can view Enrollsy from a Customer and/or Instructor point-of-view

Written by Serena Edwards
Updated over a week ago

Enrollsy Account

How to view your Enrollsy bill

Learn how to access your Enrollsy bill and pay your subscription

Written by Richard Hogan
Updated over a week ago

Admin Users

How to edit Admin permissions

Learn how to change what Admin users can view or edit using Roles

Written by Tyler Andersen
Updated over a week ago

Understanding Admin Permissions

When adding or editing Administrators, here are the permission you can have

Written by Serena Edwards
Updated over a week ago

How to add new Admin Users

Easily add and edit other administration users in Enrollsy

Written by Serena Edwards
Updated over a week ago

How to train new Admin Users

How new office personnel can get started in Enrollsy

Written by Serena Edwards
Updated over a week ago

How to remove Admin Users

Learn how to delete Users from the Admin page

Written by Serena Edwards
Updated over a week ago

Customers/Account Holders

How the Admin view differs from the Customer view

Admin Users can view more than Customers on the Enroll Form, Accounts, and Transactions

Written by Serena Edwards
Updated over a week ago

How to hide the Payment section in the Customer Portal

How to prevent Account Holders from making payments (or editing payment methods)

Written by Richard Hogan
Updated over a week ago

How to edit Customer Account password settings

Decide if you want Customers to set up a password at enrollment

Written by Serena Edwards
Updated over a week ago

How to Assist Your Customers in Resetting their Passwords

Download a free Customer log in instructions template

Written by Serena Edwards
Updated over a week ago

Instructors & Staff

How to edit Instructor contact information

Has your staff contact info changed? Learn how to easily update it.

Written by Serena Edwards
Updated over a week ago

How to add a photo or Bio to Instructor Profile

Easily identify Instructors or Staff with a photo and bio

Written by Serena Edwards
Updated over a week ago

How to add Instructors or Support Staff

Setting up your teachers on the Enrollsy Instructor page is simple. Learn how to do it in four easy steps.

Written by Tyler Andersen
Updated over a week ago

How to edit Instructor roles

Learn how to add or delete permissions for your Instructor or Support staff

Written by Serena Edwards
Updated over a week ago

How to remove an Instructor or Staff

What to do when a teacher/instructor leaves your company

Written by Tyler Andersen
Updated over a week ago

How to set Instructor availability

Learn how to easily set your Instructor's availability

Written by Serena Edwards
Updated over a week ago