Applies to: All
Overview
Audience permissions in Endear control who can view and edit customer lists across your organization. Understanding these settings prevents accidental access restrictions and ensures smooth team collaboration. Key aspects include:
Permission changes affect your entire brand immediately
Dynamic audiences like "My Clients" automatically personalize results for each logged in staff member
Admins can accidentally restrict access to commonly used lists, so careful consideration prevents team workflow disruptions
How audience permissions work
Audience permissions determine who can access a given audience within your brand. These settings apply at each audience and can be changed at any time to immediately affect all staff members.
What audience permission levels are available?
Everyone: All staff members can view and use the audience
Current team: Only staff on the same team as the audience creator can access it
Select teams: Choose specific teams that should have access
Only managers & admins: Restricts access to managers and admins
Only admins: Most restrictive setting, audience is only available to admins
Who can edit audience permissions?
Admins: Can edit any audience regardless of creator or permission settings
Managers and Users: Can edit audiences they created and modify permission settings for their teams
All roles: Can view and use audiences they have access to, but editing depends on ownership and role
What are dynamic audiences?
Some audiences automatically adjust based on the logged-in user. These use "Current User" or "Current Team" filters that personalize results:
"My clients" shows customers assigned specifically to you
"My store" displays customers who shopped at your assigned location
"My neighborhood" shows customers in your store's area
"New store customers" displays first-time buyers at your location
Important: When these audiences show "Everyone" permissions, it means all staff can access their own personalized version. Each person has an audience called "My clients" but the customers in the list are different based on who is logged in.
Staff sometimes worry that audiences like "My Clients" expose their customer assignments to others. In reality, dynamic filters ensure each person sees only their own assigned customers. A common issue that occurs based on this misunderstanding is when someone changes permissions on a dynamic audience like "My Clients" from "Everyone" to "Admins Only." This immediately prevents non-admin staff from accessing their own customer lists, disrupting workflows across your team.
Step-by-Step Guide
Changing audience permissions
1. From the home page, select Customers to view all Audiences.
2. Select the 3 dots on the audience you want to update and select the edit option.
3. Find the "Who can see this audience?" section and choose your desired permission level. Then select Update audience to save your changes immediately across your brand.
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