If you'd like to re-enable a user, click here.
Applies to: Admins
If a user no longer needs access to use Endear for any reason, it's a good idea to disable them and ensure they can't log in. If you have previously disabled a user you can also re-enable the account
Disable a User
Overview
Click on Settings
Click on Users
Select the user you'd like to disable
Choose what you'd like to do with the User's customers and conversations and click Confirm
A brief explanation of options for Disabled User's customer's and conversations
A brief explanation of options for Disabled User's customer's and conversations
Leave all customers & conversations as-is: while the user will still be disabled, all the conversations and customers they have been assigned to in the past will still be assigned to them. This option will let you continue to use their name to locate customers and conversations they were associated with on your own, even after the user is no longer able to sign into Endear.
Unassign from all customers & conversations: the user will no longer be assigned to customers' profiles and will no longer be listed as a participant in any conversations. This action will not cause any customers or conversations to be archived or deleted. If this user was the only participant in a conversation, that conversation will now appear in the "unassigned" folder of your team inbox.
Reassign all customers & conversations currently assigned to this user to a different user: This option lets you seamlessly hand off all your disabled user's customers and conversations to someone else on your team. You can only reassign to one user. Once you select it, you'll be able to search for a user to reassign activity to.
1. Click on Settings
2. Click on Users…
3. Select the account you'd like to disable
4. Under Status click on Disable
5. Choose what you want to do with the User's conversations and customers and click on Confirm
6. The users Status will become "Inactive" once disabled.
Re-enable a User
Overview:
Click on Settings
Click on Users
Click on the Status filter and choose Inactive
Select the inactive account
Under status Click on Enable
1. Click on Settings
2. Click on Users…
4. Click on the Status filter and choose Inactive
5. Select the inactive account you'd like to re-enable
6. Under status click on Enable
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