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Advice and answers from the Endear Team

Search results for:what access does each different role get
How does Endear handle different currencies in charts?
the currency based on which team is viewing the chart When creating dashboards for teams with different
How to switch between teams in Endear
Switch between different teams and brands when you have access to multiple organizations… The teams available to you depend on your role and permissions: Users and Managers: Can access… Applies to: All (Users, Managers, & Admins) If you have access to multiple teams or brands in Endear
Endear Integrations Overview
Learn what specific data each integration imports into Endear… Each integration imports different types of information depending on its primary function… Understanding what each integration imports helps you choose the right connections for your business
Understanding Campaign Permissions by Role Type
Applies to: All Endear has three role types with different campaign permissions… Here's what you need to know: Users Front-line team members who create campaigns for their… type can access the campaign builder to work with: Campaign templates and recipes Message
How do I change a user's role?
Learn how to change a user's role to an admin, manager, or user… You can also learn what each role is capable of here… Under Role click Edit and choose your Role Still Need Help?
How to Invite New Staff Members: Rules and Requirements
Learn how different roles and login methods determine how you can invite new staff members… Endear has 3 different role types: user, manager, and admin. Learn more about role types here… What are role types?
What task activity are users notified about?
Associates can choose what task activity to get notified about… Users, Managers, & Admins) Associates have the option to choose which task activity they'd like to get
Understanding audience permissions and access
Learn who can view and edit audiences, and how dynamic filters affect access across your team… Each person has an audience called "My clients" but the customers in the list are different based on… What audience permission levels are available?
What does the 24-hour autoblock mean?
Each phone number and email address is treated independently
Intro to Home
Below we breakdown what each section and Quick Action card does and what information you will find there… Here you will be able to identify who has what role and easily determine if they are an admin, manager… To get you started on your journey with Endear, we have put together a handy guide for setting up your