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Advice and answers from the Endear Team
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how to assign the right locations to each team
How
do I
assign
the
right
locations
to
my teams?
Make sure
the
right
locations
are connected
to
your teams so they can properly filter their data… Select
the
Locations
for your
team
If you need more than three
locations
associated with a
team
… We recommend that you connect one source for
each
type of location and for
each
team
How
do I
assign
& un-
assign
users
to
customers?
Assign
others
to
customers in Endear… Table of Contents
How
to
edit assignments on one customer
How
to
assign
more than one customer… You can
assign
& un-
assign
users
to
customers as
the
staff changes
How
do I
assign
multiple associates
to
a task?
Assign
as many associates as you want
to
a task… Click
the
checkbox next
to
the
associates' name you want
to
assign
the
task
to
. Step 3… Keep in mind that
each
task can only be completed once, so if you want
each
user
to
complete
the
same
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]… Here's
how
to
hide
the
team
inbox:…
The
team
inbox houses all messages where at least one user on
the
team
is participating, and is accessible
How
do I disable or re-enable a
Team
?
Learn
how
to
disable and re-enable Teams…
To
delete Teams from your account, follow
the
steps below. (
To
restore a
team
, click here)…
How
to
disable a
Team
How
to
connect
to
Gorgias
Learn
how
to
locate your Gorgias subdomain, username and API Key… In order
to
connect your Gorgias account you will need
to
provide
the
following details: Subdomain…
The
email address you use
to
login
to
Gorgias 1
How
to
install
the
Endear app
If new
to
Endear, be sure
to
accept pending invitation with code
to
process your log-in…
How
to
install on Ipad…
How
to
install on iOs
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
to
connect
to
Klayvio
Learn
how
to
integrate Klayvio into Endear…
How
to
connect Klayvio from Endear…
How
to
connect Endear from Klayvio Integrations Directory
How
to
add a user
to
multiple teams
Need
to
add an associate
to
more than one
team
?… Applies
to
: Admins It's simple
to
add a user
to
multiple teams/
locations
… you'd like
to
edit Under Teams click Edit Select
the
teams you want
the
user access
to
