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Advice and answers from the Endear Team
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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
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 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 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