Create an Executive Administrator (Beta)

This feature is currently being beta tested. If you have feedback while this feature is testing, please fill out this user survey

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

Use this article to learn how to:

  • Create an Executive Administrator
  • Promote a current user to an Executive Administrator
  • Disable someone's Executive Administrator access

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 brand new CallRail user with Executive Administrator access to all your CallRail accounts. 

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

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

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  3. Select Executive Administrator as the user type.

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  4. Enter the user(s) name and email address they'll use to log into CallRail. Then, click Next: Accounts.

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  5. The option All Accounts will be automatically selected since you're adding an Executive Admin. Click Next: Password.

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  6. Since these users are new to CallRail, they'll need a password for their login email. Choose the first option if you'd like the user to receive an email asking them to create their own password. Or, choose the second option if you'd like to set their password for them. Complete your setup by clicking Create Users.

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  7. Review your new users, suggested next steps, or click Return to User Management to be taken back to Account Center.

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Promoting a User to Executive Admin

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 left menu.

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

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

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  4. Confirm you'd like to promote this user. They'll have unrestricted access to all accounts where they're an Executive Administrator.

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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 left menu.

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

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

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