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Admin Guides

Comprehensive tools for managing users, routing, and dialing operations.

42 articles

User Management

Explains how to add, update, or manage agent accounts, teams, and staff permissions.

How to Invite Users to the EnrollHere DialerAdd new users to the EnrollHere platform, including troubleshooting for spam-filtered invites, the 'Finish Setup' stuck screen, and NPN / email conflicts.
How to Remove Users from the EnrollHere DialerWhen an agent or employee no longer needs access to the Dialer, you can easily remove them from the platform. Follow these steps to safely delete their account while maintaining…
Adding an Agent to a Team and Restricting Admin AccessAdmins can organize agents by teams and control admin visibility using tags, ensuring proper management access and team structure.
How to Change an Agent's Status in the DialerFollow these steps to update an agent’s status from the dashboard.
Temporarily Disabling and Re-Enabling an Agent in the DialerTemporarily disable an agent so they cannot go available, then re-enable them when needed.
How to Set a Password for a Staff MemberSet or update a users password for login when magic link authentication isn’t sufficient.
Updating Agent Skill Routing (Adding States)Admins can manage an agent’s skill routing by adding or removing licensed states, ensuring accurate lead and call distribution.
How to Configure Dialer PermissionsDialer permissions control what agents and employees can access or manage. Includes notes on Compliance Score Override, tag-based restrictions, and AI Agent Training visibility.
How Can I Resolve Issues When Agents Do Not Receive Invitation Emails in EnrollHere?
How Can I Troubleshoot Monitoring Issues with Specific Admins and Agents?
Agent Performance DashboardThe Agent Performance Dashboard provides a real-time and historical view of an agent’s activity, sales performance, and compliance.
Admin Guide: Monitoring Agent Connections & TroubleshootingHow admins can monitor agent connection health from the dashboard and direct agents to troubleshoot call quality issues.

Campaign Management

Details how to build and manage queue, campaigns, add scripts, and schedule appointments across the agency.

Managing Queues in the Call Routing SystemAdmins can configure and manage call queues to control how calls are routed to agents and ensure efficient handling of incoming leads.
Understanding Number PoolsWhat number pools are, why we use them, how rotation works, and what to expect for setup, warmup, and ongoing performance.
Disposition Report — How to Read ItThe Disposition Report shows how your calls broke down by outcome across queues, agents, and time periods. This guide explains where to find it, the columns, filters, and export options.
How to Add or Edit an Enrollment Code from Call DetailsAgents and Admins can now add or correct enrollment codes after the call ends from the Call Details page.
Editing a Call Disposition in the DialerAdmins can update the disposition of any agent's call to correct errors, unblock incorrectly-DNC'd numbers, or re-enter cleared SEP codes.
Managing Appointments Across the AgencyAs an admin, you have full visibility and control over all appointments scheduled within your agency.
Creating and Managing Scripts in the DialerThis guide provides step-by-step instructions for creating, editing, and managing scripts in the EnrollHere Dialer. Scripts help agents stay compliant, consistent, and efficient during calls with clients.
How to Run an Outbound Calling CampaignCampaigns help organize outbound calls by assigning lead lists, controlling call order, and tracking results.
Managing Dispo StatusesCreate, edit, and assign dispo statuses for queues and campaigns. Includes troubleshooting for when agents aren't seeing newly added dispositions.
Adding a Custom Disposition in the DialerCustom dispositions let you tailor call outcomes to your agency's workflow, including counting Ancillary or Hospital Indemnity sales, building a Block Caller workflow, or tracking custom transfer outcomes.