Create an Executive Administrator

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

Getting started

To become an Executive Administrator, you will need to be using Account Center. This support article has resources for setting up your Account Center.

Only Executive Administrators on the account can add Executive Administrators to other accounts.

Create an Executive Administrator

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.

6. Select Accounts.

   • The option All Accounts will already be selected since you are adding an Executive Administrator.

7. Click Message.

   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.

   At this point, you can:

• Choose one of the Next Steps for related activities.

• Click Return to User Management to return to the Account Center.

Promoting an existing user to Executive Administrator

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.

Deactivating Executive Administrator status

Deactivating a user's Executive Administrator status prevents them from being automatically assigned to new accounts. However, this will not 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.