Applies to: All (Users, Managers, & Admins)

Managing the users assigned to your customers is key for personalized communication. You can assign & un-assign users to customers as the staff changes.

Table of Contents

1. To add an assigned user go to the customer profile click the + under relationships

2. Select the users you'd like to assign

3. Click on Confirm

1. Click the User you'd like to remove

2. Click on Remove

You can assign customers in bulk from an audience or filtered list of customers.

Step 1. Once the customers you want to include are selected,click Bulk Edit

Step 2. Select Assign users, then click Next

Step 3. Select one or more users to add by checking the box next to their name. This could be yourself or other users. Once complete, click Next

Step 4. Confirm your changes, by entering the # of customer assigned and clicking the checkbox "Yes, I want to apply the changes to # customers". Then click Confirm

To remove a user from multiple customers at once, follow steps 1 and 2 for this section and then:

You can also use the 'Assigned User' filter if you want to see all the customers assigned to a specific person on your team. Learn how to apply filters here.

No, customers will not receive a notification that they have been assigned to you and do not know that they are tied to you within Endear.

Additional Articles:

How to see all the customers assigned to you

How to assign yourself to a customer

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