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Advice and answers from the Endear Team
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how do i remove the team inbox
How
do
I
hide
the
team
inbox
from users?
Disable a team's shared
inbox
from your settings page. [Only accessible to admins on
the
Professional plan]…
The
team
inbox
houses all messages where at least one user on
the
team
is participating, and is accessible… When you hide
the
team
inbox
, users on that
team
can only see
the
messages they participate in. 1
How
do
I
adjust my
team
settings?
Change
the
details related to any single
team
from
the
Teams settings [Admin only]… to choose
the
right POS and ecommerce sources for your
team
How
to disable a
team
What is… Select
the
team
you'd like to edit 4
How
do
I
add a new
team
?
Learn
how
to add additional teams to your Endear account… 3. Click on Create
team
… Applies to: Admin only You'll be prompted to set up at least one
team
when you create your account
How
do
I
add and
remove
tags from customers?
Select
Remove
Tags from
the
drop down. Step 3. Search or select
the
tags you want to
remove
… 1. Step 1. From
the
customer's main profile page, click
the
+ Add button under
the
Tags section… 2. To create a new tag, simply type it into
the
search bar and
the
checkbox to select it will appear. Click new tag then select Save to add new tag
How
do
I
disable or re-enable a
Team
?
Learn
how
to disable and re-enable Teams…
How
do
I
change which
Team
I
am signed into? Still Need Help?…
How
to disable a
Team
How
do
I
change which
Team
I
am signed into?
Switching between
Teams
in Endear … Applies to: All (Users, Managers, & Admins) You can change
the
Team
you are signed into if you are… You have access to
the
locations that are listed as "Member" For more information: Can
I
belong
What is
the
new
inbox
?
Learn about
the
changes to your
inbox
and
how
to try it out in beta… Click on
Inbox
from
the
left-hand navigation, then click Try new
inbox
. 2…
The
new
Inbox
interface looks like
the
below. Give it a try!
How
do
I
add or
remove
participants from a conversation?
Adding and
removing
participants from a conversation… Simply click on
the
"X" next to their name in
the
sidebar Still Need Help?… To
remove
a participant
What are message statuses and
how
do
I
change them?
How
do
I
change a message's status?… Once updated,
the
thread will move to
the
appropriate folder in your
Inbox
Still Need Help?… Learn more about
how
your
inbox
sections work
How
do
I
add or
remove
time off to my calendar?
Learn
how
to add your time off to block your calendar in Endear… Select
the
pencil icon to edit
the
date or time. Select
the
X to
remove
the
block entirely… Navigate to
the
Appointments dashboard. Select
the
Time Off you want to
remove
