Create an Executive Administrator

An Executive Administrator has unrestricted access to all current and future accounts that you manage. These users can edit billing, settings, users, and integrations for each account listed in their Account Center.

Getting Started

In order to become an Executive Administrator, you'll need to be using Account Center. Here's how to set up your Account Center if you haven't already:

Merging Your Logins for Account Center Access

You can opt-in to beta testing Executive Admins if you're the first Administrator in Account Center with admin access to all accounts linked to your Account Center. Click the link in the banner at the top of the page to make yourself an Executive Admin.

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Create an Executive Admin

Use these instructions to create a new CallRail user with Executive Administrator access to your Account Center accounts. 

  1. Click the Account icon in the top left to open the My Account panel. Select Account Center.

  2. From your Account Center dashboard, click Users in the menu on the left.

  3. Click Create Users in the top righthand corner of the page.

  4. Select Executive Administrator as the user type.

  5. Enter the name and email address of the user(s) you'd like to add. Then, click Accounts.

  6. The option All Accounts will be automatically selected since you're adding an Executive Admin. Click Message.

  7. The new user will receive an email with instructions for creating a password and logging in. You have the option to include a personal message in the email, then click Finish.

  8. Click on one of the Next Steps for related activities, or click Return to User Management to be taken back to Account Center.

Promoting a User to Executive Admin

Use these instructions to promote yourself or another user to Executive Administrator in Account Center.

  1. Click the Account icon in the top left to open the My Account panel. Select Account Center.

  2. From your Account Center dashboard, click Users in the menu on the left.

  3. Find the user you'd like to make an Executive Admin, and click the Pencil icon to edit.

  4. Slide the toggle to On in the Executive Administrator section.

  5. Select Confirm to promote the user.

Disabling Executive Admin Status

Use these instructions to remove someone's Executive Administrator access. This prevents them from being automatically assigned to new accounts, but won't remove the user from their currently assigned accounts.

Use these instructions to promote yourself or another user to Executive Administrator in Account Center.

  1. Once you've logged into Account Center, click Users in the menu on the left.

  2. Find the user you'd like to make an Executive Admin, and click the Pencil icon to edit.

  3. Slide the toggle to Off in the Executive Administrator section.