User Management
Explains how to add, update, or manage agent accounts, teams, and staff permissions.
12 articles
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.