Creating a New Account in Account Center

Setting up Account Center allows you to use one login email address to access multiple accounts. If you have administrative access to an account and need to create a separate CallRail account for billing or business purposes, you can open a new account that we'll add to your Account Center. This will keep the accounts and billing separate, but allow you to access all of your accounts using a single login email address.

Use this article to learn how to:

  • Create a new account for your Account Center
  • Switch between your accounts

Getting Started

When you create a new account, you'll have a 14-day free trial period before billing begins, just like any other new CallRail account.

Create a New Account

These instructions guide you through creating a new CallRail account if you only have one CallRail account currently. This process uses the email address you're logged in with to create a second account that's linked to your first account through Account Center.

  1. Select the account drop-down at the top of the page, and click Create New Account.

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  2. Enter the name of your new account. This is how we'll refer to this account in Account Center. Then, accept the terms of service and privacy policy, and click Create Account.

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  3. Once your account has been created, your 14-day free trial for that new account begins. Finish setting up your new account by selecting one of the prompts on the final page, or click Return to Account List to go to your Account Center.

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Creating Additional Accounts

Use these instructions if you have two or more accounts linked to your Account Center already.

  1. Select the account drop-down at the top of the page, and click Switch Account.

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  2. Select Create New Account.

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  3. Enter the name of your new account. This is how we'll refer to this account in Account Center. Then, accept the terms of service and privacy policy, and click Create Account.

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  4. Once your account has been created, your 14-day free trial for that new account begins. Finish setting up your new account by selecting one of the prompts on the final page, or click Return to Account List to go to your Account Center.

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Switch Between Accounts

Once you have access to two or more accounts in your Account Center, you can easily switch between each of your accounts.

  1. Click the account drop-down at the top of the page, then select Switch Account.

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  2. Choose the account you'd like to switch to by clicking the account name.

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  3. Your "Account" drop-down will update to include the agency you're currently logged into.

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