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Advice and answers from the Endear Team
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what access does each different role get
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
Understanding Campaign Permissions by
Role
Type
Applies to: All Endear has three
role
types with
different
campaign permissions… least one team May approve campaigns depending on organization settings Admins Full
access
… 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… Under
Role
click Edit and choose your
Role
Still Need Help?… Applies to: Admins You can change a user's
role
to an admin, manager, or user at anytime following
Understanding audience permissions and
access
Learn who can view and edit audiences, and how dynamic filters affect
access
across your team… Understanding these settings prevents accidental
access
restrictions and ensures smooth team collaboration… to, but editing depends on ownership and
role
Some audiences automatically adjust based on the
What is the
difference between an
Admin, Manager, and User?
Learn the 3 user
roles at
Endear and their associated permissions… There are 3
different
role
types within Endear. Admins can see and do everything… Key Differences in
Role
Permissions
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?
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 Identify Who Is an Admin
Applies to: All People with the Admin
role
in Endear have full
access
to all features and settings… Admins have the ability to: Switch between locations Create tasks and segments for
different
… Select the
Role
filter and choose Admin This will display a list of all people with Admin privileges
How do I setup
access
to SalesChat?
Learn how to configure
access
to SalesChat so specific teams or users can respond to customer messages… Applies to: Admin When using SalesChat, the Admin can adjust
access
so
different
teams or users can… Click "
Access
" 3. Adjust the settings for Admins or Everyone by clicking the arrows. 4
Who else has
access
to templates?
share your template with: Current team: Only the team you're currently signed into will have
access
