1. Log in to the Dialer
Start by logging into the EnrollHere Dialer platform.
2. Invite a New User
Navigate to Agency → Management → Platform Users.
Click Invite Agent for You in the upper-right corner.
Enter the user’s email address (ensure there are no spaces).
This email will be the login credential.
3. Select User Type
Inviting an Agent
Select Agent as the user type.
Fill in the required information:
First Name
Last Name
NPN (National Producer Number)
Email (auto-filled)
Tags – choose how to categorize the account:
Sales Agent
Screener Agent
(Optional) Assign the agent to a team.
Learn how to create and manage teams →
Skill – select all states where the agent is licensed.
You can assign multiple states at once instead of checking them one by onePro Tip: Bulk State Entry
Paste a list of state abbreviations separated by commas (e.g.,AL, AR, GA, FL). When pasted, each state will automatically be checked off.Permissions – use default permissions or customize access.
👉 For a detailed breakdown of permission levels, see How to Configure Agency Settings.
Click Invite to finalize.
Inviting an Employee/Admin
Select Employee as the user type.
Enter the following information:
First Name
Last Name
Email (auto-filled)
(Optional) Has Access to Tags – control what the admin can view:
Restrict access to specific teams by assigning them.
Admins will only see agents within their assigned team.
Learn how to create and manage teams →
Permissions – defaults are typically sufficient but can be customized.
👉 For a detailed breakdown of permission levels, see How to Configure Agency Settings.
Click Invite to finish onboarding.
4. Tips & Troubleshooting
✅ Ensure email addresses are correctly formatted.
✅ Verify NPNs are accurate for agent roles.
✅ Admins can be added to multiple agencies; agents can only belong to one.
⚠️ The invited Agent/Employee must accept the dialer portion of the invite, or their account will remain stuck.
5. Managing Roles & Account Changes
Dual Roles: If someone needs both an agent and admin account with the same email, use a “+admin” variation.
Example: [email protected] → [email protected]
Role Change: To convert an existing agent account to admin, contact support for an upgrade.
6. Adding Agents with Multiple Agency Access
When admins have access to multiple agencies:
Ensure they are logged into the correct agency first.
Complete the Add Staff steps as usual.
7. Next Steps After Adding a User
After creating an agent:
You’ll need to add the agent to a queue so they can begin taking calls. Follow the steps here: How to Add an Agent to a Queue in the EnrollHere Dialer.
⚠️ Costs for New Users
You’ll continue to pay the regular monthly user fees, plus a one-time onboarding fee that will be billed on the backend with your end-of-month invoice.