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Adding and Managing Users in Enroller

How to add new Users to your Enroller account and manage the permissions they have

Mike Rose avatar
Written by Mike Rose
Updated over a week ago

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

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