Adding an Agent

Follow these steps to send an Agent an invitation:

  • Step 1: Log in with Enroller owner credentials
  • Step 2: Click on 'Settings' in the top right hand corner
  • Step 3: Click on 'Manage Agents'
  • Step 4: Click on 'Add an agent" on the right hand side
  • Step 5: Enter Agent details (first name, last name and email address)
  • Step 6: Click on 'Send invitation'

See below video for further reference:

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 'Settings' in the top right hand corner
  • Step 3: Click on 'Manage Agents'
  • Step 4: Click the check box on the left of the Agent you'd like to Disable
  • Step 5: Click the red 'Disable' button at the top of your Agent list
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