Add an agent without sending activation email
Wanting to use a client or teammates email and calendar without giving them access to Continually?
In this article we will cover:
How to add an agent without sending an email invite
1. Go to your agents page
2. Click on the Add new agent button
3. Type in the email you want to add then uncheck the box to send activation email.
4. Enter the agent's name and then click Add new agent.
How to customise an agent's profile
1. Go to your Agents page
2. Click on the agent you want to edit
3. Make any changes to name, email and profile picture then save.
How to switch to an agent's account
1. Go to your Agents page
2. Click on the agent you want to sign into
3. Then click on switch to this account and confirm
This will sign you in as their account where you can access any of their settings. You can switch back by clicking on account dropdown in the top navigation then selecting your profile.
