Skip to main content
Advice and answers from the Endear Team
Search for articles...
Search results for:
how do i reinvite a user
How do I link an Endear
User
to a
user
from an integration?
Continue editing any other Endear
User
Profiles 1. Click on Data and
User
Profiles 2… Click on the
user
you'd like to edit 4. Click on Edit under Connected
User
Profiles 5… Click on the
user
you'd like to edit 4. Click on Edit under Connected
User
Profiles 5
How do I build and save a report?
Any
user
can build a report in Endear in order to better understand
user
performance and conversions… Applies To: All (
Users
, Managers, & Admins) 1. First choose a report
How do I assign & un-assign
users to
customers?
To remove a
user
… To add an assigned
user
go to the customer profile click the + under relationships 2… Click the
User
you'd like to remove 2
Can other
users
share my Stories?
User
access to Endear Stories… Yes, other
users on your
team will also be able to view and share your Stories via the Shareable Link
How to Disable or Re-enable a
User
Manage
user
access by disabling inactive accounts or re-enabling users who need access restored… Re-enable a
User
… Disable a
User
How to add a
user
to multiple teams
Applies to: Admins It's simple to add a
user
to multiple teams/locations… Select the
user
you'd like to edit 4. Under Teams click Edit 5… Select the teams you want the
user
access to Still Need Help?
How do I see customers I'm Assigned to Endear?
Filter customer lists by the
user
who created the customer profile… Note that when a
user
creates a customer, when they are assigned to that
user
is is automatically added… To view if/when another
user
has added a customer to your list on Endear, apply the 'Created by' filter
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
What is the difference between an Admin, Manager, and
User
?
Learn the 3
user
roles at Endear and their associated permissions…
User
… Admins can do everything a Manager or
User
can do
How do I create a calendar in Endear?
Learn how to create a calendar for an individual
user
or entire team… to: Admins This guide will walk you through the steps of creating a calendar for an individual
user
