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Advice and answers from the Endear Team
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how do i change which location im signed into
How
do
I
know what
location
I'm
signed
-in to?
Where to see your
location
and team assignment in Endear …
How
do
I
change
which
location
I'm
signed
into
? Still Need Help?… You will also see your account icon listed as a team member of this
location
directly below the
location
How
do
I
change
which
notifications
I
receive?
Change
notifications for Comments & Mentions, Messages, Appointments, Tasks, and Customers in the Notifications Settings page… These can be
changed
in the Notifications Settings page
What are message statuses and
how
do
I
change
them?
How
do
I
change
a message's status?… Learn more about
how
your inbox sections work… Messages can be divided
into
3 statuses: Open: The customer was last to respond
How
do
I
change
which
columns
I
view in my Customers list?
To
change
which
fields are shown:… Other users will not see the same view as you since columns are unique to each user once
changed
from
How
do
I
change
a user's role?
Learn
how
to
change
a user's role to an admin, manager, or user… Applies to: Admins You can
change
a user's role to an admin, manager, or user at anytime following… Solution Overview Click on Settings Click on Staff Select the User you'd like to
change
Can
I
belong to multiple Teams?
For more information:
How
do
I
change
which
Team
I
am
signed
into
? Still Need Help?… As a user, learn
how
to
change
the Team you are
signed
into
here
How
do
I
change
Endear's currency setting?
Applies to: Admins & Managers You can
change
your team's preferred display currency for reporting… Click on the team you would like to adjust Scroll down to Display Currency and click on
Change
… Click on
Change
5. Choose your preferred currency from the drop-down menu
How
do
I
change
my subscription plan?
Solution Overview Click on Settings Click on Billing Click on
Change
next to your Current… Click on
Change
next to your Current Plan 4. Click on Continue under your new plan 5
How
do
I
change
my Email display name?
Change
how
your Email is displayed… Applies to: Admins & Managers Endear gives you the option to
change
your Email's display name… This allows you to customize
how
members of your Team appear in customer inboxes
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…
Change
your Password… Applies to: Everyone You may have forgotten or wish to
change
your current password for security
