Skip to main content
All CollectionsUsing Enroller as a SchoolGetting Started
Adding and Managing your Agents in Enroller
Adding and Managing your Agents in Enroller

How to add and manage agents in Enroller so they can apply on behalf of students to your institution.

Andy Harris avatar
Written by Andy Harris
Updated over a week ago

Adding an Agent

Follow these steps to send an Agent an invitation:

  • Step 1: Log in with Enroller owner credentials

  • Step 2: Click on 'Agents' in the top right hand of the ribbon

  • Step 3: Click on ' + New agent"

  • Step 4: Enter Agent details (first name, last name, email address etc.)

  • Step 5: Click on 'Send invitation'

The Agent will then receive an email invitation to create an Enroller account for your school. If they already are using Enroller with another school, your school will automatically be added to the Agents school list.
​
​Note: The invitation Agents receive expires after 10 days for security reasons. You will need to issue then another invite if their original link has expired. 

Managing Agents

At any stage you are able to view your current and invited Agents. You are able to Disable or Enable agents as you see fit. Follow these steps to Disable and agent:

  • Step 1: Log in with Enroller owner credentials

  • Step 2: Click on 'Agents' in the top right hand of the ribbon

  • Step 3: Click the ' ⋮ ' under Actions on the right of the Agent account and select 'Disable'

  • Step 4: Click 'Yes' at the screen prompt.

Did this answer your question?