How Do I Enroll Users In A Plan?

An explanation of automatic and manual enrollment

Michael Jones avatar
Written by Michael Jones
Updated over a week ago

As a team leader you can Auto Enroll your team on Plans using these steps:

Step 1. Select the People tab

Step 2. Select Edit Team in the top right corner

Step 3. This will present you with the Edit Team Menu

Step 4. From here, select Auto-Enroll in plans, which will open a drop down menu listing the Plans your team has available to them

Step 5. Once you’ve selected all the plans you wish your team to be enrolled on, select Submit at the bottom

Step 6. All team members will now be automatically enrolled in the Plans you’ve selected

To manually Enroll Teams on specific Plans:

Step 1. Select the Content tab

Step 2. Here you can see all the Plans currently available to you. If you can’t immediately see the plan you want to manually enroll your Team in, use the search bar on the top right

Step 3. Once you’ve found the Plan you wish to use, select the drop down menu in the top left corner of the Plan and select Enroll

Step 4. This will bring up the Manual Enrollment menu. From here, select the teams you wish to enroll

Step 5. You can also set a Due Date from here, if you want your team members to complete the plan by a designated time

Step 6. Once you finished manually enrolling teams or individuals, select Submit

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