Manager + Admin Users
Articles for Manger and Admin users
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Touches
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What eGift Offers are Available?
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How do I create a Touch?
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How do I create an eGift Offer?
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How do I create a Sendoso Choice Touch?
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How do I send Visa eGift Credit Card Offers?
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How do I set up a Wine or Champagne Touch?
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What custom options can I set-up for a Touch?
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How do I set up a BYO Box Touch?
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How do I set up Custom and Expedited Shipping Methods?
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Sendoso-Sourced Crinkle Paper
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Sendoso Way Packing Standards
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How can I edit an existing Touch?
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How do I delete a Touch?
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How Do I Add an Event Label to an Order?
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Sendoso Experiences
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Sendoso Experiences with Airbnb eGifts
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Sendoso Direct Marketplace - Terms and Conditions
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What eGift Offers are Available?
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Inventory
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Teams and Users
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What are the differences in user permissions and how do I change roles?
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How do I create a custom role?
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How do I manage users in my account?
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How do I create a team and invite team members?
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How do I put money into my team member’s accounts?
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How do I assign Groups to Touches?
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How can I delete a user?
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How can I delete a Team?
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What are the differences in user permissions and how do I change roles?
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Account Balance
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How do I change a Team's Funding Source?
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How do I create a Funding Source and add funds to my account?
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How can I add or remove funds for users?
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What's the Account Balance Summary?
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How do I obtain a copy of an invoice?
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How do I see the transaction history for a Funding Source?
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What if I have insufficient balance in Funding Source or User Balance?
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What is the Activity Feed?
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Account Balance Notifications
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How do I move funds from one Funding Source to another?
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How do I hide Account Balance from my senders?
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How do I edit a Funding Source?
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How to archive a Funding Source?
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How do I change a Team's Funding Source?
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Analytics and Send Tracking
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Send Curation
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Playbooks and Customization
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Manager + Admin FAQs
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How do I set up Custom Branded Sendoso Direct Products?
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Inventoried Sends FAQs
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How do I set up the Sendoso Chrome extension?
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How can I setup Two Factor Authentication?
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How to Whitelist and Add Sendoso as a Safe Sender in Outlook & Gmail
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Why isn’t the extension appearing in my browser?
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Item Cost Refund FAQ
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Can I send wine, beer, or champagne to Sendoso?
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Custom Notecards FAQ
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How do I download Google Chrome?
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How do I send Wine?
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How do I set up Custom Branded Sendoso Direct Products?