Enroller

An overview of the interactive dashboard for institutions

Understanding your Dashboard

An explanation of the recent SAM release.

Understanding SAM (Student Administration Management)

You can now track the 'status' of an enrolled student.

Editing a student's status

An overview of where to add your marketing content for easy access by agents and students

Building your digital marketing profile

An overview of the navigation bar in Enroller.

Navigation overview

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

Adding and Managing Users in Enroller

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

Adding and Managing your Agents in Enroller

How to edit the details in your profile, including changing your password

Editing your School User Profile

Save yourself time when creating an Invoice by setting up your Templates

Creating a new Invoice Template

How to edit and manage your Application settings

Managing the Application Settings

How to edit and manage your School settings

Managing the School Settings

Manually add or receive direct enquiries into Enroller to ensure nothing is forgotten

Manage your Enquiries

Understand what information you are shown in these areas of Enroller

Pipeline: Current Applications vs Archived Applications

Add all your applications into Enroller so that they can be managed in one place

Adding an Application that was received outside of Enroller

Hints and tips to help you re-enrol students who have already been enrolled before and are already in your Enroller

Re-Enrolling Students who are not in Enroller yet

Richard O'Donoghue

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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