Applies to: All (Users, Managers, & Admins)
Overview
Assigning staff members to customers keeps communication personal and makes it clear who owns each relationship. What you can change depends on your role:
Users can add or remove themselves on a customer.
Managers and Admins can assign, reassign, or remove any staff member, on one customer or in bulk.
How to edit assignments on one customer
Note: Users can only add or remove themselves. Only Managers and Admins can assign, reassign, or remove other users.
1. From the customer's profile, select the + under Relationships.
2. Select the staff members you'd like to assign.
3. Select Confirm.
How to remove a user from one customer
Users can remove themselves. Removing other users is limited to Managers and Admins.
1. On the customer's profile, select the user you'd like to remove.
2. Select Remove.
How to assign or unassign users in bulk
Managers and Admins can assign or unassign users for many customers at once from an audience or a filtered list of customers.
1. With the customers you want to include selected, select Bulk Edit.
2. Select Assign users (or Unassign users to remove them), then select Next.
3. Check the box next to each staff member you want to add or remove, then select Next.
4. Enter the number of customers you're updating, check Yes, I want to apply the changes to # customers, then select Confirm.
Good to know
Customers aren't notified. Customers don't receive a notification when they're assigned to you and can't see who they're assigned to in Endear.
See a staff member's customers. Use the Assigned User filter to see every customer assigned to a specific person on your team. Learn how to apply filters.
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