Installation & Settings
Learn how to set up and manage your account.
49 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 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
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 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?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?
- 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