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Advice and answers from the Endear Team

Search results for:how do i invite additional users
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 to Invite New Staff Members: Rules and Requirements
Learn how different roles and login methods determine how you can invite new staff members… How to invite a new staff member… Applies to: Admins, Managers This guide will help you understand the invite rules that govern how
How to Invite New Staff Members: Step-by-Step Guide
Learn how to add new team members to Endear… How do I see who else is on my Team? How do I change which location I am signed-in to?… Can I belong to multiple locations? How do I disable/re-enable a user?
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 create a new customer from my Home page?
Click on Save For more information: How do I see customers I've manually added to Endear?… 5. (Optional) Click on Assign users and select Assign users… How to create a new customer from Customer card
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