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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]… You can change the name, address, connected POS and ecommerce sources of a team from the Teams
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
Is there a way to know who is an
Admin
?
Learn who the
admins
are on your Endear account…
Admin
1… Click on
Settings
2. Click on Users… 3
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
What is the difference between
Admin
, Manager, and User?
Admin
… What permissions do
Admin
, Manager, and Users have?… User's with the role of
Admin
in Endear can see and do anything in the account
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
How to change Endear's Language
Settings
1. Click on
Settings
… Applies to: All (Users, Managers, & Admins) You can change your preferred language
settings
in Endear… Solutions Overview: Click on
Settings
Select the Dropdown menu under Language Select
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 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
How do I view past invoices?
View past invoices from your Billing
Settings
page… 1. Click on
Settings
… Applies to:
Admin
Note: Past invoices are only available for clients paying via credit card