Billing & Account Section
It is essential you update your Enrolmy Account with the new bill payer information. This user will be the account holder for your organisation, and will receive your subscription information.
Head to your Organisation settings
Click Billing and Account
Select 'Make me the account holder for "account name" '
Invoice Settings
If your key accountant or head administrator detail needs to be updated, then please make these changes in the invoice settings section.
Any emails regarding invoice, payment or statement queries will be forwarded to this user.
Head to your Organisation settings
Click Invoice Settings
Update the Account Contact information and Save changes
Credit Card Setup section
It is essential that your EMY Pay account holder is up to date.
To change the account holder within your Credit Card Setup section then please contact Enrolmy Support with the following information about the new applicant:
Full name
Date of birth
Current address
High resolution image of Passport/Drivers licence
High resolution image/scan of the document detailing your personal address (must be dated and highlight the applicant's full name)
Minisite Settings
If your head administrator information needs to be updated, then please make these changes in the invoice settings section. Specifically, update the email address field.
Any queries that come through from your mini-site or activity tiles will be forwarded to this email address.
Head to your Organisation settings
Click Minisite Settings
Update the Contact Details information and Save changes
Update your CRM
Ensure you archive any staff members from your Enrolmy account to ensure that old staff can no longer access your organisation information going forward.
Head to your Organisation settings
Click Manage Staff
Click the Action Cog on the Staff you want to remove access for and select Archive
