Advice and answers from the Endear Team

Search results for:how do i invite additional users

How do I invite new users to my team?

Edit or add new users assigned to your team in Endear … How do I change which location I am signed-in to? Can I belong to multiple locations?… For more information: How do I see who else is assigned to my location?

How do I invite users without a corporate email?

How to set users without using personal or individual email addresses… Applies to: All (Users, Managers, & Admins) We recommend giving each associate their own account

How do I assign & un-assign users to customers?

Table of Contents How to edit assignments on one customer How to assign more than one customer… How to edit assignments on one customer… How to assign more than one customer at a time

How do I hide the team inbox from users?

Here's how to hide the team inbox:… houses all messages where at least one user on the team is participating, and is accessible to all users… When you hide the team inbox, users on that team can only see the messages they participate in. 1

What are message statuses and how do I change them?

How do I change a message's status?… Applies to: All (Users, Managers, & Admins) The status of a message is a great indicator to know… Learn more about how your inbox sections work

How do I add products to a Story?

Learn how to add additional products to an existing Story… For more information: How do I choose which details are displayed in my Stories?… Applies to: All (Users, Managers, & Admins) You may want to add additional products to a Story you've

How do I filter items?

How do I add items to a Story? How do I create a Story? Still Need Help?… For more information: How to search for products How to select items for a Story?… Applies to: All (Users, Managers, & Admins) Click the Filters button

How do I add a new team?

Learn how to add additional teams to your Endear account… If you're an admin, you can add additional teams at any time

What do customers see when I message them?

What do customers see when I message them?

How do I merge customers?

5. Check I understand that this action cannot be undone… Merging profiles will also enable the platform to attribute sales to users more accurately… This includes notes, tasks, orders, profile fields, contact methods, conversations, assigned users