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Advice and answers from the Endear Team
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how do i remove the team inbox
How
do
I
hide
the
team
inbox
from users?
Disable a team's shared
inbox
from your settings page. [Only accessible to admins on
the
Professional plan]…
The
team
inbox
houses all messages where at least one user on
the
team
is participating, and is accessible… When you hide
the
team
inbox
, users on that
team
can only see
the
messages they participate in. 1
How
can
I
remove
a
team
location?
Learn
how
to
remove
a
team
location and transition their customers to another store… Applies to: Admin If you find that you no longer need to have a
team
location due to
the
store closing… Update to
the
active
team
location of your choice. Still Need Help?
How
do
I
adjust my
team
settings?
Change
the
details related to any single
team
from
the
Teams settings [Admin only]… to choose
the
right POS and ecommerce sources for your
team
How
to disable a
team
What is… Select
the
team
you'd like to edit 4
How
do
I
add a new
team
?
Learn
how
to add additional teams to your Endear account… 3. Click on Create
team
… Applies to: Admin only You'll be prompted to set up at least one
team
when you create your account
How
do
I
add and
remove
tags from customers?
Select
Remove
Tags from
the
drop down. Step 3. Search or select
the
tags you want to
remove
… 1. Step 1. From
the
customer's main profile page, click
the
+ Add button under
the
Tags section… 2. To create a new tag, simply type it into
the
search bar and
the
checkbox to select it will appear. Click new tag then select Save to add new tag
How
do
I
disable or re-enable a
Team
?
Learn
how
to disable and re-enable Teams…
How
do
I
change which
Team
I
am signed into? Still Need Help?…
How
to disable a
Team
What is
the
new
inbox
?
Learn about
the
changes to your
inbox
and
how
to try it out in beta… Click on
Inbox
from
the
left-hand navigation, then click Try new
inbox
. 2…
The
new
Inbox
interface looks like
the
below. Give it a try!
How
do
I
change which
Team
I
am signed into?
Switching between
Teams
in Endear … Applies to: All (Users, Managers, & Admins) You can change
the
Team
you are signed into if you are… You have access to
the
locations that are listed as "Member" For more information: Can
I
belong
How
do
I
add or
remove
participants from a conversation?
Adding and
removing
participants from a conversation… Simply click on
the
"X" next to their name in
the
sidebar Still Need Help?… To
remove
a participant
What are message statuses and
how
do
I
change them?
How
do
I
change a message's status?… Once updated,
the
thread will move to
the
appropriate folder in your
Inbox
Still Need Help?… Learn more about
how
your
inbox
sections work