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Advice and answers from the Endear Team
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who else has access to templates
Who
else
has
access
to
templates
?
See
who
can view and edit
templates
… While some
templates
are only useful
to
just one team, others might be helpful
to
everyone… When you create a template, you decide
who
you want
to
share your template with: Current team
How
to
Edit
Who
Has
Access
to
a Calendar
Learn how
to
edit vs view
access
to
a calendar in Endear… Click on the calendar you'd like
to
adjust
access
to
Find the calendar for which you'd like
to
change… Select the users you want
to
grant
access
to
and specify whether they should have the ability
to
Edit
Who
else
can see and respond
to
my messages?
Anyone in your location and any account admins can see and respond
to
your conversations in the team inbox… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!… and respond
to
your conversations in the team inbox
How do I edit an audience?
Learn how
to
edit an audience including the name, description, and
who
has
access
to
it… You can edit the Audience name, description, and
who
has
access
to
this audience… If you want
to
save new filters, you will need
to
create a new audience. Still Need Help?
How do I give others
access
to
an Audience?
Give your team
access
to
relevant customer lists … How
to
update
who
has
access
to
an Audience… Go
to
the Audience you want
to
change
access
to
, click Saved Step 2
How
to
Disable or Re-enable a User
Manage user
access
by disabling inactive accounts or re-enabling users
who
need
access
restored… Applies
to
: Admins If a staff member no longer needs
access
to
Endear, you can disable their account… The staff member will immediately regain
access
to
their Endear account. 1
How do I view and filter my
templates
?
Learn how
to
access
and filter your
templates
from your Inbox module… For more information on how
to
create new
templates
, refer
to
this article. 1… Applies
to
: All You can easily view and filter your available
templates
in your Inbox module
How do I adjust
who
can
access
a Contact Method?
Adjust
who
can view or send from certain contact methods… Applies
to
: Admins Endear allows you
to
customize individual contact methods, such as Email, SMS, or… Click on Contact Methods Choose your preferred contact method Click on Edit under
Access
How
to
set a password for PIN-only users
Enable password authentication for staff members
who
currently only have PIN
access
… Applies
to
: Admins Admins can set up password authentication for staff members
who
previously only… had PIN
access
How
to
restore deleted
templates
Recover your deleted
templates
… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!… It is possible
to
be recovered
