Installation & Settings
Learn how to set up and manage your account.
50 articles
Endear Setup
Learn how to setup Endear for your brand.
- How do I install Endear's app in Shopify?Learn how to install Endear's app in Shopify
- How to set an internal store name for a teamGive a team a staff-only name, like a store code, that appears across Endear internally but is never shown to customers.
- How do I change Endear's currency setting?
- How do I adjust who can access a Contact Method?Adjust who can view or send from certain contact methods
- How do I adjust my team settings?Change the details related to any single team from the Teams settings [Admin only]
- How do I add my company's branding?How to add your company's branding to your Stories
- How to Invite New Staff Members: Step-by-Step GuideLearn how to add new team members to Endear.
- How to change a team's default contact methodConfigure team default channels for email, SMS, and WhatsApp messaging
- How to set quiet hours for your teamBlock 1:1 messages from being sent during set hours each day, so your team stays compliant with messaging regulations without relying on individual discretion.
Individual Settings
Learn how to customize your individual Endear settings.
- How do I change Endear's language setting?
- How do I change my Email display name?Change how your Email is displayed
- How do I change which notifications I receive?Change notifications for Comments & Mentions, Messages, Appointments, Tasks, and Customers in the Notifications Settings page
- How do I switch between brands?Navigate between multiple brands in your Endear account quickly and easily
- How to sign up with a non-US phone numberSign up, verify, and authenticate your Endear account using an international phone number from any country.
- How do I see my current subscription?View your current subscription on your Billing page
- How do I update my billing info?As an Admin, you can update your billing info at any time
- How do I cancel my subscription?Canceling your Endear subscription.
- How do I view past invoices?View past invoices from your Billing Settings page
- How are SMS credits calculated?Understand the characteristics of an SMS message and how it relates to the Endear SMS credit cost
- How can I add or edit my billing contactsAdding or removing billing contacts
Staff Management
Learn how to invite users, setup permissions, and edit user information.
- How to add a user to multiple teamsNeed to add an associate to more than one team?
- How do I invite users without a corporate email?Set up staff who don't have a work email using a PIN code or shareable link invitation — no personal or individual email required.
- How do usernames work?Learn about usernames in Endear
- How do I assign the right locations to my teams?Make sure the right locations are connected to your teams so they can properly filter their data.
- How do I add a new team?Learn how to add additional teams to your Endear account
- What is the difference between an Admin, Manager, and User?Learn the 3 user roles at Endear and their associated permissions.
- How do I change a user's role?Learn how to change a user's role to an admin, manager, or user
- How to Disable or Re-enable a UserManage user access by disabling inactive accounts or re-enabling users who need access restored
- How to Identify Who Is an AdminLearn how to view which Staff members have Admin privileges and understand their permissions in your Endear account
- How do I link an Endear User to a user from an integration?Link staff to their POS or e-commerce profiles so audiences populate, opportunities route, and cashier filters show who made each order.
- How do I update my profile pictureHow to upload your own profile picture that will be seen in the app and SalesChat
- How to change a staff member's nameEdit your name to reflect changes, inaccuracies, or update from "Anonymous user".
Security
Learn how to configure SSO and 2FA to create secure login procedures.
- How do I enable SSO for my Brand?Enable SSO (Single Sign-on) for your brand
- How do I require Two-Factor Authentication (2FA) for my Brand?Enable Two-Factor Authentication for your Brand
- How to Set Up Two-Factor AuthenticationLearn how to enable two-factor authentication to secure your Endear account.
- Where can I find Endear's Terms of Service?Endear's Terms of Service
- How do I change or reset my password?Steps to take if you or one of your users forget their password or if you want to change your password
- How to Invite New Staff Members: Rules and RequirementsLearn how different roles and login methods determine how you can invite new staff members.
PIN-enabled Devices & PIN Code Login
Learn how to setup PIN code login for your team via PIN-enabled devices.
- What is the new PIN-enabled device and PIN code login experience?Learn about new PIN code login and how PIN-enabled devices create a seamless experience for busy teams on shared devices.
- What are PIN-enabled devices?Learn what PIN-enabled devices are, why they replace the old shared-device model, and who can register and use them.
- How can I enable PIN code login for my team?Set up PIN code login so staff can sign in with a 6-digit code on a shared, PIN-enabled device — no email or password required.
- Manage your PIN-enabled devicesView, rename, and inspect the devices your team has registered for PIN login.
- PIN code login: legacy login vs. PIN-enabled devicesCompare the two PIN login models — legacy manager-primary-account vs. PIN-enabled devices.
- Register a device as PIN-enabled devices in-personRegister the device you're using so your team can sign in with their PINs.
- How to use activation codes for PIN-enabled devicesUse activation codes to register devices for PIN login without needing an admin or manager on-site.
- How can I create or change my pin code?Learn how to change your default pin code.
- How to disable or re-enable PIN login on a deviceDisable PIN login on a lost, sold, or retired device. Learn what happens to users and how to re-enable a device if appropriate.
- How to set a password for PIN-only usersEnable password authentication for staff members who currently only have PIN access
- How do I reset my PIN?Forgot your PIN? Reset it via email, SMS, or WhatsApp — or request a reset from your manager.
- What is the legacy pin code login?Learn about legacy pin code login that required a manager to be logged in