If you're receiving an error when trying to change an agent's email address, it could be because the agent previously confirmed their email in Spectora!
We've since changed this setting so that you have free reign over your contacts, but the update doesn't apply to confirmed agents.
In order to change the email for a confirmed contact, you'll need to create a new agent contact. Once you've created the new contact, you can transfer the inspections from the old contact to the new one.
In this article, you'll see how to create a new contact and transfer their inspections.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Add Agent"
Enter the agent's name and email info
Click "Save"
Click the arrow button to the right of the old agent's contact
Search for the new agent contact
Click "Transfer All Inspections"
Once the inspections have been transferred, click the arrow button to the right of the old agent contact
Click "Delete"
Click "Delete"
You now have a brand new agent! 🎉 You will be able to change their email address going forward by using the old-fashioned way.
❇️ Note: Emails are unique identifiers in the Spectora system. Email addresses can only be used for one contact. If you're trying to edit a contact with an existing email and see an error message that says "Sorry, that email is taken," the email you're trying to use is already connected to an existing contact.
Here are two ways you can work around this:
You can delete the existing contact from the inspection, add a new contact with the +New button, and search for the needed contact.
Or, you can create a "new" email for the contact:
If you're using email@email.com for a client, the same email cannot be used for a different client. As a workaround for this, you can add +1 to the email for the second client. So client 1 would use email@email.com, and client 2 would use email+1@email.com. That kind of tricks the system into thinking it's a "new" email address, but all info will be sent to email@email.com!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
