Installation & Settings
Learn how to set up and manage your account.
40 articles
How to change a team's default contact methodConfigure team default channels for email, SMS, and WhatsApp messaging
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 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 set a password for PIN-only usersEnable password authentication for staff members who currently only have PIN access
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 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 do I change my subscription plan?Upgrade or downgrade your subscription plan at any time.
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?How to set users without using personal or individual email addresses
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?
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
What is pin code login?Learn about pin code login and how Endear supports this method of authentication.
How can I enable pin code login for my team?Learn how your staff can use a pin code to log into Endear instead of username and password.
How can I create or change my pin code?Learn how to change your default pin code.
How to Invite New Staff Members: Rules and RequirementsLearn how different roles and login methods determine how you can invite new staff members.