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Settings holds your personal preferences, your profile, and your organization’s setup. This page covers opening it and what each section does. Team members and billing have their own pages.

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Open Settings

Click Settings at the bottom of the sidebar, or press Cmd+, on a Mac or Ctrl+, on Windows. Settings opens as a window over the app. Use Search settings… at the top to jump to a setting by name.
Settings

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What each section holds

Everyone sees every section. Only admins can change Organization, Members, Compliance, and Billing. Compliance appears only for organizations with Pages.

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General

Notifications
  • Pre-meeting prep email: an email an hour before each meeting, with a recap of your last conversations and suggested talking points. Off by default.
Sharing
  • Default sharing: who gets access to each new meeting and Page you create. It starts as private to you. Choose your organization, or add specific people with view or edit access. You can still change sharing on any single meeting or Page.
Everyone at your organization means the people listed under Members. If your firm or dealer has others who use Continuum in a separate organization, they are not included. Meetings
  • Show calendar events without attendees: whether events with nobody else invited, such as prep time or lunch, appear as meetings. On by default.
  • Transcription language: English by default. See Transcription language.
  • Meeting consent: the message you copy from a meeting to ask your client’s permission to capture it, up to 500 characters. The default explains that Continuum keeps the transcript, not the audio. Reset to default restores it. It is saved on this device only.
  • Summary guidelines: a shortcut to Personalization.
Pages
  • Brand: your firm’s logo, colours, and fonts on Pages. See Brand setup.
  • Page footer: a shortcut to Compliance.

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Account

Contact information
  • Avatar: click Upload image to add a photo, a .png, .jpg, or .jpeg file up to 5 MB. It appears on your Pages and helps teammates recognize you.
  • Name: changes save when you leave the field.
  • Email: your sign-in address. You cannot change it here.
  • Phone number: add an Extension if your firm’s phone system uses one.
Phone transcription
  • Call Me: the number Continuum calls when you capture a phone call. Click Set up to add one, and Manage phone numbers to add others and choose a default. See Capturing phone calls.
Security
  • Two-factor authentication: click Set up to receive a code by text message at each sign-in. In the desktop app, setup opens in your browser. It is not available if you sign in with single sign-on.
To sign out, click your name at the bottom of the sidebar and choose Log out.

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Personalization

  • Summary guidelines: rules for how Continuum writes your meeting summaries, such as “Always list action items first”.
  • Email writing guidelines: rules for the email drafts Continuum writes for you, including the draft for sending a Page.
Click Add rule to add one. Each section holds up to 10 rules of up to 500 characters.

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Organization

Admins can change the organization’s Avatar and Organization name. Everyone else sees these read-only.

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Switch between organizations

If you belong to more than one organization, click the organization name at the top of the sidebar and choose Switch organization. A New invite badge marks an organization that has invited you.

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Limitations

  • Your sign-in email is read-only in Settings.
  • The meeting consent message is saved on one device. Set it again on each computer you use.
  • Two-factor authentication sends codes by text message, and is not available with single sign-on.