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