Requesting Access to Another Account

Account Center is your home base for accessing and managing multiple accounts. Designed with our agency customers in mind--and useful for anyone with more than one CallRail account--Account Center brings all of your accounts into one dashboard and provides easy access to the tools you need to manage them. 

Getting Started

You'll need to know the account number of the account you'd like to access. Request this from the account's current admin.  

We'll send an email to the admin of the account to confirm your access. Once you've been confirmed, the account will show up in your dashboard.

Request Access to Another Account

  1. Log in to CallRail and click Switch Account in the dropdown menu to access your Account Center dashboard.

    screenshot_2435.png

  2. Click Add Existing Account.

  3. Enter the Account Number for the account you'd like to add to your Account Center. Enter the email address of the account admin if you know it (optional).

  4. Click Request Access.

  5. You'll receive an email confirming that we've sent your request. The admin of the account will receive an email from us where they can click Grant Access to approve your request.

  6. Once we receive confirmation to approve your access, we'll send you an email letting you know.

Comments