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Advice and answers from the Endear Team

Search results for:settings admin
How do I adjust my team settings?
Change the details related to any single team from the Teams settings [Admin only]… Adjust your team's settings Here are some additional articles to help with deciding on specific settings… Adjust your Team's Settings 1
What are Story default settings and how do I use them?
Learn how to set up Stories for your team… Applies to: Admin Stories are set up out-of-the-box based on a series of predetermined settings… If you're an admin, you can change these default settings so that all future Stories will have those
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… Applies to: All People with the Admin role in Endear have full access to all features and settings… Select the Role filter and choose Admin This will display a list of all people with Admin privileges
What is the difference between an Admin, Manager, and User?
Admin… For example, on the Starter plan everyone is set to Admin… Admin Manager User Create & edit all teams and users Bulk message customers (up
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]… Click on Settings 2. Click on Teams 3
How do I setup access to SalesChat?
Applies to: Admin When using SalesChat, the Admin can adjust access so different teams or users can… Click "Settings", then "SalesChat" Click "Access" Edit the settings for a group clicking… Adjust the settings for Admins or Everyone by clicking the arrows. 4
How do I add a new team?
1. Click on Settings… Applies to: Admin only You'll be prompted to set up at least one team when you create your account… If you're an admin, you can add additional teams at any time
Where can I see all the customers assigned to me?
You can find who your admins are here: https://app.endearhq.com/admin/crm/settings/users Solution… If find that you don't have access to the default Endear "My Clients" Audience reach out to an admin
How do I adjust Campaign Settings
This article will teach you how to adjust campaign settings based on Subscriptions, Recently contacted and who can approve Campaigns… Table of Contents How to Navigate to Campaign Settings Setting Default Campaign Settings… Overview: Navigate to the Campaign Settings (Campaigns > Campaign Settings) Choose Yes or
How do I update my billing info?
As an Admin, you can update your billing info at any time… Applies to: Admin Only If you are an Admin, you can update your billing info at any time in Endear… Solutions Overview: Click on Settings Click on Billing Click on Add/Change next to