Settings & Admin

How do I move an email address or phone number to a different team?

Learn how to move an existing contact method & all of its existing conversations to a different team

Written by Jinesh Shah
Updated over a week ago

How do I add my company's branding?

How to add your company's branding to your Stories

Written by Angela Lynch
Updated over a week ago

Where is my customer data?

Learn how to import your customer data

Written by Angela Lynch
Updated over a week ago

How do I see my current subscription?

View your current subscription on your Billing page

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

Written by Angela Lynch
Updated over a week ago

How do I cancel my subscription?

Canceling your Endear subscription.

Written by Angela Lynch
Updated over a week ago

How do I view past invoices?

View past invoices from your Billing Settings page

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

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

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

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

Written by Angela Lynch
Updated over a week ago

Where can I find Endear's Terms of Service?

Endear's Terms of Service

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.

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]

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.

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When a newer version of the app is available, a prompt on your screen will offer to update.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.

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

Written by Angela Lynch
Updated over a week ago

Setting up an e-mail using Endear's domain

Add an e-mail contact method from within Endear

Written by Angela Lynch
Updated over a week ago

How do I set up an SMS number?

Only admins have access to this feature

Written by Angela Lynch
Updated over a week ago

How do I enable and disable emails and phone numbers in Endear?

Enable or disable your teams' contact methods

Written by Angela Lynch
Updated over a week ago

Setting up your own custom domain

Learn how to add a custom domain for a more branded email experience

Written by Angela Lynch
Updated over a week ago

How can users start sending messages?

Learn what is required for users to start sending messages

Written by Angela Lynch
Updated over a week ago

How to set up email in Endear

Learn how the difference between Endear's domain or your own for sending email.

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?

Written by Angela Lynch
Updated over a week ago

How do I re-invite a user?

Reinvite a user to Endear

Written by Angela Lynch
Updated over a week ago

How do usernames work?

Learn about usernames in Endear

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.

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

Written by Angela Lynch
Updated over a week ago

How do I invite additional users?

Learn how to invite a user to a team

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

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

Written by Angela Lynch
Updated over a week ago

How do I disable a user?

Learn how to disable a user.

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

Written by Angela Lynch
Updated over a week ago

What customer data is synced over from Shopify?

All your customer's contact info, order history, and tags will be imported

Written by Angela Lynch
Updated over a week ago

How long does it take for a new customer in Shopify to appear in Endear?

Customers added in Shopify will appear in Endear almost instantly

Written by Angela Lynch
Updated over a week ago

How to use Zapier to sync data into Endear

Learn how to connect hundreds of other apps to Endear with Zapier in order to keep your data up-to-date.

Written by Angela Lynch
Updated over a week ago

How do I install Endear's app in Shopify?

Learn how to install Endear's app in Shopify

Written by Angela Lynch
Updated over a week ago

How to sync support tickets into Endear

Learn how to bring your support tickets into Endear

Written by Angela Lynch
Updated over a week ago