Create a company

A company in CallRail is any organization that requires separate access to call tracking reports. You can create company-specific user accounts so that stakeholders can access only the reports pertinent to their business. 

For example, if you’re a marketing agency looking to keep separate reports for each client you manage, you’d create a separate company for each client. Or, if you’re overseeing calls to a franchise, you can create separate companies for each franchise location.

Getting started

There is no cost associated with creating companies in your CallRail account. Each pricing plan includes an unlimited number of companies so that you're able to organize your data in a way that works best for your business.

Only administrators can create a company and edit a company’s settings.

How to add a new company

Repeat these steps for each company you’d like to add to your account.

1. Click the Account icon in the top left to open the My Account panel, then select Account Settings.
   
   
2. Select All Companies from the left menu.
   
   
3. Click Create Company at the top of the page.
   
   
4. A pop-up will appear to guide you through creating your company. Enter your company’s name as well as the company's time zone (for reporting purposes). Then click Next: Add Users.
   
   
5. Select any existing users in your account that should have access to this company. Their permission level will remain the same when added to the new company, and administrators will be added automatically. Click Create Company when finished.
   
   
6. Use the suggested next steps to begin creating tracking numbers, users, or notifications for your new company.

Edit a company's name

The company’s name is how we’ll refer to that company in your reports and notifications. You can change a company's name at any time.

1. Click the Account icon in the top left, then select Account Settings.
   
   
2. Select All Companies from the left menu.
   
   
3. Find the company you'd like to edit. Click the Gear icon, then select Edit Company.
   
   
4. Update your company name at the top of the page.
   
   
5. Click Update Company to save your changes.