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Advice and answers from the Endear Team

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How do I enable SSO for my Brand?
Custom SAML CyberArk Duo JumpCloud Keycloak LastPass Microsoft AD FS
How do I update my profile picture
We recommend a 1:1 aspect ratio and accept .GIF, .JPG, .JPEG, and PNG for your photo Solutions Overview
How do I add my company's branding?
Logos, Favicon, Policies or website and click Save Your logo and favicon can be either .jpg or .png
What task activity are users notified about?
Applies to: All (Users, Managers, & Admins) Associates have the option to choose which task activity… Their options are: Here is a sample email notification: Still Need Help?
How does Endear categorize an order as closed vs open?
What do the Shopify Order status options mean?… Applies to: All (Users, Managers, & Admins) When using Filters to create segments, you have the option… This is how how we interpret Shopify order status: Shopify has 3 different order status options:
Intro to Home
Learn the options of Quick Actions you can take on the Home landing page… Clicking the card will take you to your inbox, which is organized into two options - "Closed" and "Open
How do I disable/re-enable a user?
to do with the User's customers and conversations and click Confirm A brief explanation of options… This option will let you continue to use their name to locate customers and conversations they were associated… Reassign all customers & conversations currently assigned to this user to a different user: This option
How to Invite New Staff Members: Step-by-Step Guide
The available options vary based on the role type and how that individual will login… Note: Some options may be unavailable based on our invite rules… Note: Some options may be unavailable based on our invite rules
What is the difference between a connected vs. hosted calendar?
Both options allow you to organize and schedule appointments, but they differ in how they are managed… Understanding these differences will help you choose the best option for your needs
What are Opt-Out Rates?
How do I prevent Customers from Opting Out?… While you can't completely prevent customers from opting-out, you can follow best messaging practices