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.

To use Account Center, you need to have the Agency Tools Add-on.

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

Create an Executive Administrator

You must be the Executive Administrator on the account in order to add Executive Administrators to other accounts. 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 Administrator

Use these instructions to promote  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 Administrator 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.

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

  2. Find the user whose access you'd like to change, and click the Pencil icon to edit.

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