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Advice and answers from the Endear Team

Search results for:how do i adjust my team settings

How do I adjust my team settings?
Change the details related to any single team from the Teams settings [Admin only]… Adjust your team's settings Here are some additional articles to help with deciding on specific settings… Adjust your Team's Settings 1
How do I change my Email display name?
Click on Teams Click on the Team you would like to adjust Scroll down to Messaging… Adjust your Email Display Name Click Save 1. Click on Settings 2… Click on the Team you would like to adjust 4. Click Edit 5
How do I adjust Campaign Settings
This article will teach you how to adjust campaign settings based on Subscriptions, Recently contacted and who can approve Campaigns… Table of Contents How to Navigate to Campaign Settings Setting Default Campaign Settings… Overview: Navigate to the Campaign Settings (Campaigns > Campaign Settings) Choose Yes or
How do I add and edit my signature?
Click on Settings 2. Click on Teams… 3. Click on Team you'd like to adjust 4… Click on Teams Select the team Click on Edit next to E-mail Signature Adjust… ​Setting up a Personal Signature
How do I adjust who can access a Contact Method?
Adjust who can view or send from certain contact methods… method Click on Edit under Access Choose a Team, Person or Role Adjust the ability… Choose a Team, Person, or Role 6. Adjust the ability to Send or View
How do I filter and adjust my reports' results?
Apply filters to your reports to adjust the information displayed displayed… Setting the date range… Setting the interval (messaging reports only)
How do I adjust access or delete a report?
Control which members of your team can view certain reports or remove reports entirely… The default reports created by Endear are set up to match the role a user has in your account (user,… After selecting an option, click Save to apply your selected setting. 3
How do I change Endear's currency setting?
Overview: Click on Settings Click on Teams Click on the team you would like to adjust… Click on Settings 2. Click on Teams 3. Choose your Team 4. Click on Change 5
How to change a team's default contact method
Configure team default channels for email, SMS, and WhatsApp messaging… From the Endear home page, select the Settings button below the team name. 2… On the team settings page, scroll down to find the contact method configuration section
How do I disable or re-enable a Team?
Learn how to disable and re-enable Teams… Overview: Click on Settings Click on Teams Select the team you would like to disable… Click on Settings 2. Click on Teams 3. Select the team you would like to disable 4