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Settings & Admin
Settings & Admin
Learn how to set up and manage your account
39 articles in this collection
Written by
Jinesh Shah
and
Angela Lynch
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
Setting up your account & billing
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When a newer version of the app is available, a prompt on your screen will offer to update.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 Messaging
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
Users, Roles & Permissions
How do I invite users without a corporate email?
How to set users without using personal or individual email addresses
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
Integrations (Advanced)
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