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?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".