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Advice and answers from the Endear Team

Search results for:how do i make someone an admin or manager

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
How do I refer someone to Endear?
*The referee must work for a brand or retailer that does not already use Endear, either on a trial or… We always appreciate when you introduce us to someone new, and we love rewarding you for doing so!… Direct your Referree to enter your name as their promo code during sign up or mention you in their demo
What is the difference between an Admin, Manager, and User?
Admins can do everything a Manager or User can do… Managers can also do everything a User can do… Admin Manager User Create & edit all teams and users Bulk message customers (up
How do I Cancel or Delete an Appointment?
Learn how to cancel or delete an appointment in Endear… Applies to: All (Users, Managers, & Admins)​ ​ ​Overview: 1. Click on Customers 2
How do I edit an audience?
Learn how to edit an audience including the name, description, and who has access to it… Reach out to your manager or account admin for help. 2… Editing an Audience from the Audience Page
How to Identify Who Is an Admin
Learn how to view which Staff members have Admin privileges and understand their permissions in your Endear account… Select the Role filter and choose Admin This will display a list of all people with Admin privileges… Applies to: All People with the Admin role in Endear have full access to all features and settings
How do I delete an Audience?
Delete an Audience… Applies to: All (Users, Managers, & Admins) There are two places where you can delete an Audience
How do I create an Audience?
Organize your customers into easy-to-access groups by creating an Audience… Apply one or more filters that you would like included in your audience Not sure how to apply filters… this will cause them to either be included in or removed from particular audiences
How do I turn an import into an Audience?
Create an audience of a recent import of customers… Here's how. Solution Overview Step 1… an audience
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes… can restore a deleted task so long as you created it or you are an admin Step 1… admin or the creator of the task