Settings & Admin

Learn how to set up and manage your account

Jinesh Shah avatar Angela Lynch avatar
39 articles in this collection
Written by Jinesh Shah and Angela Lynch
Setting up your account & billing

How do I add my company's branding?

How to add your company's branding to your Stories
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Written by Angela Lynch
Updated over a week ago

Where is my customer data?

Learn how to import your customer data
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Written by Angela Lynch
Updated over a week ago

How do I see my current subscription?

View your current subscription on your Billing page
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Written by Angela Lynch
Updated over a week ago

How do I update my billing info?

As an Admin, you can update your billing info at any time
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Written by Angela Lynch
Updated over a week ago

How do I cancel my subscription?

Canceling your Endear subscription.
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Written by Angela Lynch
Updated over a week ago

How do I view past invoices?

View past invoices from your Billing Settings page
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Written by Angela Lynch
Updated over a week ago

How do I change which notifications I receive?

Change notifications for Messaging, Tasks, and Customers in the Notifications Settings page
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Written by Angela Lynch
Updated over a week ago

What notifications does Endear offer?

Endear offers a variety of notifications for each of its modules
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Written by Angela Lynch
Updated over a week ago

What are Story default settings and how do I use them?

Learn how to set up Stories for your team
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Written by Angela Lynch
Updated over a week ago

I've reached my Shopify spending limit, what do I do?

How to adjust your subscription when using Shopify
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Written by Angela Lynch
Updated over a week ago

Where can I find Endear's Terms of Service?

Endear's Terms of Service
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Written by Angela Lynch
Updated over a week ago

How do I change my subscription plan?

Upgrade or downgrade your subscription plan at any time.
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Written by Angela Lynch
Updated over a week ago

How do I adjust my team settings?

Change the details related to any single team from the Teams settings [Admin only]
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Written by Angela Lynch
Updated over a week ago

How do I switch between brands?

If you work for two different brands using Endear, you can easily switch between the two at any time.
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Written by Angela Lynch
Updated over a week ago

How do I update my app?

When a newer version of the app is available, a prompt on your screen will offer to update. However, you can also manually update your app.
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Written by Angela Lynch
Updated over a week ago

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
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Written by Angela Lynch
Updated over a week ago
Users, Roles & Permissions

How do I invite users without a corporate email?

How to set users without using personal or individual email addresses
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Written by Angela Lynch
Updated over a week ago

How to add a user to multiple teams

Need to add an associate to more than one team?
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Written by Angela Lynch
Updated over a week ago

How do I re-invite a user?

Reinvite a user to Endear
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Written by Angela Lynch
Updated over a week ago

How do usernames work?

Learn about usernames in Endear
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Written by Angela Lynch
Updated over a week ago

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.
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Written by Angela Lynch
Updated over a week ago

How do I add a new team?

Learn how to add additional teams to your Endear account
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Written by Angela Lynch
Updated over a week ago

How do I invite additional users?

Learn how to invite a user to a team
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Written by Angela Lynch
Updated over a week ago

What is the difference between Admin, Manager, and User?

Learn the different permissions of each user based on their user role
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Written by Angela Lynch
Updated over a week ago

How do I change a user's role?

Learn how to change a user's role to an admin, manager, or user
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Written by Angela Lynch
Updated over a week ago

How do I disable a user?

Learn how to disable a user.
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Written by Angela Lynch
Updated over a week ago

Is there a way to know who is an Admin?

Learn who the admins are on your Endear account
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Written by Angela Lynch
Updated over a week ago