Adding a New User
Follow these steps to send a New User an invitation:
Step 1: Log in with Enroller owner credentials
Step 2: Click on your 'Profile Menu' in the top right-hand corner
Step 3: Click on 'User Settings'
Step 4: Click on 'Add a User" button
Step 5: Enter User details (first name, last name and email address)
Step 6: Select 'Access Level' (either 'Admin', 'Read and Review' or 'View Only')
Step 7: Click on the '+ Add user' button
The new User will receive an email notification asking them to login to their account with a temporary password.
Managing Users
Follow these steps to adjust a User's permissions:
Step 1: Log in with Enroller owner credentials
Step 2: Click on your 'Profile Menu' in the top right-hand corner
Step 3: Click on 'User Settings'
Step 4: Click the ' ⋮ ' under Actions on the right of the User account and select 'Edit'
Step 5: Select 'Access Level' (either 'Admin', 'Read and Review' or 'View Only')
Step 6: Click 'Save changes'
Follow these steps to Disable the User:
Step 1: Log in with Enroller owner credentials
Step 2: Click on your 'Profile Menu' in the top right-hand corner
Step 3: Click on 'User Settings'
Step 4: Click the ' ⋮ ' under Actions on the right of the User account and select 'Disable'
Step 5: Click 'Yes' at the screen prompt