Applies to: Admins

If a staff member no longer needs access to Endear, you can disable their account to prevent login while preserving their data. This article will help you:

Disable a user account
Manage the disabled user's customers and conversations
Re-enable a previously disabled user

Disable a User

Video Tutorial (2 minutes)

Overview

Select Settings
Select Staff
Select the user you'd like to disable
Under Status, select Disable
Choose what you'd like to do with the user's customers and conversations:
- Leave all customers & conversations as-is: The disabled user remains assigned to their customers and conversations for reference, but cannot log in
- Unassign from all customers & conversations: Removes the user from all assignments. Unassigned conversations will appear in the "unassigned" folder
- Reassign all customers & conversations to a different user: Transfer all the user's customers and conversations to another team member
Select Confirm

Step-by-Step Guide

1. Select Settings

2. Select Staff

3. Select the user you'd like to disable

4. Under Status, select Disable

5. Choose what you'd like to do with the user's customers and conversations.

Leave all customers & conversations as-is: The disabled user remains assigned to their customers and conversations for reference, but they cannot log in
Unassign from all customers & conversations: Removes the user from all assignments. Unassigned conversations will appear in the unassigned folder of your team inbox.
Reassign all customers & conversations to a different user: Transfer all the user's customers and conversations to another staff member.

Then select Confirm.