Inviting users to Account Center

With Account Center, you can access multiple accounts using one email address. Once your Account Center is set up, you're able to quickly and seamlessly switch between accounts you have access to once you've confirmed your access to your other accounts.

If you're an administrator on two (or more) different CallRail accounts, you can invite another admin user, managing user, or reporting user to access accounts you have access to.

Getting started

These instructions are specific to inviting Admin, Managing, and Reporting users to have Account Center access. If you want to add a user to only one account, use these instructions instead.

Invite an admin to Account Center

Use these instructions to invite an admin user to access the accounts that you have in your Account Center with a single login.

1. Select the Account icon in the top left, then select Account Center in the My Account panel.
2. Select Invite Admins in the left menu.
3. Enter the email address of the admin user you'd like to invite to your accounts. Select + Add Email to invite multiple admins to the same companies.
4. Choose the accounts that this admin should have access to. You can grant access to all of your accounts, or you select from a list of specific accounts.
5. Select Send Invitation.
6. Confirm the email address and accounts you'd like to grant access to for the other admin(s). Then, select Send Account Access.
   
7. The admin(s) you invite will then receive an email letting them know they've been granted administrative access to your accounts.

Invite a managing user or reporting user to Account Center

Use these instructions to invite a managing or reporting user to access the accounts that you have in your Account Center with a single login.

1. Select the Account icon in the top left, then select Account Center in the My Account panel.
2. Choose a company to add a user to, then select its Users.
3. Select Create User at the top of the page.
4. Choose whether to add a Managing or Reporting user.
5. Fill in the user's first and last name and the email address they should use to log into their account. Then, select Next: Companies.
6. Select the companies this user should have access to. Then, select Next: Invitation Type.
7. Choose whether to send the user an email invite to the account.
8. Once you've created your new user, you can choose one of the suggested next steps, or select Return to Users to close the pop-up.