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Admin Account Switching

The Account Switcher allows admins who also work as agents to seamlessly toggle between their admin and agent accounts

Ajay Pondicherry avatar
Written by Ajay Pondicherry
Updated over 2 months ago

How It Works

1. Designate Your Primary Agent Account

  • Navigate to your Paired Agents screen

  • In the "My Agent Profile" section, you'll see a list of your connected agent accounts

  • Click the sync icon next to your agent account to designate it as your primary agent profile

  • Once selected, you'll see your agent's profile photo, company logo, and social links displayed

2. Access the Profile Switcher

  • Go to your Profile screen

  • You'll now see toggle buttons labeled "Agent" and "Admin" at the top of your profile

  • These buttons allow you to switch between viewing your admin profile data and your agent profile data

3. Switch Between Views

  • Click "Agent" to view and manage your agent profile information (name, phone, email, etc.)

  • Click "Admin" to return to your admin profile view

  • The profile data updates instantly to reflect the selected account type

  • The page header will change to show "Agent Profile" or "Admin Profile" accordingly

Benefits

Time Saving: No need to log out and back in when switching roles

Streamlined Workflow: Quickly access both sets of profile information

Role Clarity: Clear visual indicators show which profile you're currently viewing

Important Notes

Only admins who have designated a primary agent account will see the switcher

The agent you designate as primary will also see the switcher on their profile

This feature currently handles profile viewing - full account impersonation functionality will be added in future updates

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