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 'Settings' in the top right hand corner
  • Step 3: Click on 'Manage Permissions'
  • Step 4: Click on 'Add a User" on the right hand side
  • 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 '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 'Settings' in the top right hand corner
  • Step 3: Click on 'Manage Permissions'
  • Step 4: Click the pencil icon on the right of the User account
  • 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 'Settings' in the top right hand corner
  • Step 3: Click on 'Manage Permissions'
  • Step 4: Click the check box on the left of the User you'd like to Disable
  • Step 5: Click the red 'Disable' button at the top of your Agent list

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