Staff Management
Learn how to invite users, setup permissions, and edit user information.
12 articles
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".