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How do I adjust who can access a Contact Method
How do I adjust who can access a Contact Method

Adjust who you'd like to view or send from certain contact methods

Updated over a week ago

Applies to: Admins

Endear allows you to customize individual contact methods, such as E-mail, SMS, or SalesChat, granting specific users the ability to both view or send messages through their chosen contact methods.

Overview:

  1. Click on Settings

  2. Click on Contact Methods

  3. Choose your preferred contact method

  4. Click on Edit under Access

  5. Choose a Team, Person or Role

  6. Adjust the ability for them to View or Send


1. Click on Settings

2. Click on Contact methods…

Click on Contact methods…

3. Choose your Contact Method

Choose your Contact Method

4. Click on Edit under Access

Click on Edit under Access

5. Choose a Team, Person, or Role

Choose a Team, Person, or Role

6. Adjust the ability to Send or View

Adjust the ability to Send or View
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