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How can I change a Rep/Customers Enroller?

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*See When can I change enrollment? to confirm you are authorized to change enroller

  • Go to Word Press>Customer Service>Change Enroller
    • Search a member that needs new enroller by: name, ID, or username to and select from drop down list
    • Search a new enroller by: name, ID, or username and select from drop down list 
    • Change Enroller
  • Make a note in their account that their enroller was changed

*If they are a Rep, place on first level. See How to Place

 

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