User Management | Call Tracker Help Center

Signing In to Call Tracker

Call Tracker doesn't use passwords. You sign in with your email address and a short code we send you, or with your Google account if that's how your email works. There's no password to forget, reuse, or have stolen — and nothing for you to rotate when someone leaves the team. Removing a user's access is enough. Signing In With a Code Go to the sign-in page and enter the email address your account uses. We email you a 6 digit code. Type it in and you're through. A few things worth knowing about the code: - It's valid for 5 minutes. Codes are deliberately short-lived — if yours has expired, ask for another rather than hunting for the first email. - It's numeric only, so there's no confusion between letter O and zero. - It's single use. Requesting a new code invalidates the previous one, which is why the newest email is always the one to use. - It goes to the address you typed. If nothing arrives, the usual cause is a typo or an address that isn't on the account — see below. You'll be asked for a code each time you sign in on a device you haven't used before. Once you're in, your session persists, so day-to-day use doesn't mean a code every morning. Signing In With Google If your email address is a Google account — a Gmail address or Google Workspace — press Sign in with Google and you're taken to Google to authorize, then straight back in. No code, no email round trip. You don't have to choose one method permanently. The same account works either way: sign in with Google today and with a code tomorrow, as long as it's the same email address. Google sign-in only appears on calltracker.io. If your agency has put Call Tracker on their own domain, you'll see the code option only. That isn't a fault — Google requires each sign-in domain to be registered in advance, so it can't be offered on a reseller's custom domain. Nothing Arrives Work through these in order — the first two cover most cases: 1. Check the address is right. We send the code to exactly what you typed. A typo means the mail goes nowhere. 2. Check junk and spam. The code arrives from a no-reply address and can be filtered, particularly the first time. 3. Confirm the address is actually on the account. Codes are only sent to addresses that belong to a user. If a colleague set you up with a different address to the one you're typing, nothing will arrive at the one you're trying — ask them which address they invited, or have them invite the right one. See Invite New Users to Your Company. 4. Request a fresh code. If more than 5 minutes have passed, the old one is dead regardless. If your email address has changed, update it in your User Settings before you lose access to the old mailbox — the change is confirmed by a message sent to the new address, so it needs to be one you can read. Signing Out Your name in the top right of any page opens a menu with Logout at the bottom. Sign out on shared or public computers. Sessions are designed to last, which is convenient on your own machine and the opposite of that on someone else's. Losing Access to a Mailbox Because sign-in depends on receiving email, losing the mailbox means losing the account. If someone leaves and their address is closed, an account admin should remove their user and invite the replacement rather than trying to reuse the address. See Remove a User. If you're the account owner and can no longer reach your own email, contact support@calltracker.io from an address we can verify against the account.

Account User Management

To invite new users to your company to view report data and get notified of new calls, you're able to do this from the Users settings page inside Company Settings Inviting a New User To invite a new user, use the form to provide their First Name, Last Name, Email, and User Role. After submitting the form, the user will get an invitation email to confirm their account and create their password to login with. Note Company level users will have an additional setting to specify the companies the user can access within your account. User Roles and Permissions Overview Company Admin - can view all calls, reports, receive notifications as well as manage company settings, integrations, and users inside the company. Company Reporting - can view calls, reports and receive notifications only. Resending the User Invitation Email If an invited user did not receive the invitation email. First, confirm that their email address is correct . If their address is correct, you can resend the invitation email by clicking on the resend arrow next to the user's name. Add Access to Another Company For an Existing Company User Inside Accounts Settings, navigate to the Users section where you'll find all of the users within your account. Find your existing company level user where you'll be able to add additional companies to their Company Access.

Remove a User

Removing a user takes away their access to a company. It does not delete them, and it does not touch the calls, tags or notes they created. Remove a User From a Company Go to Settings → Users inside the company, find the user, and press the remove icon in the Manage column. You'll be asked to confirm. Their access to that company ends immediately. The next time they sign in, that company simply isn't in their list. What Removal Does and Doesn't Do - They keep any other companies they have access to. Removing someone from one company in a multi-company account leaves the rest untouched — this is access, not account deletion. - Their work stays. Call notes, tags and call values they set remain exactly as they were. Nothing is attributed to a deleted user or wiped out. - Their notifications stop. Any activity notifications or summary reports they were receiving for that company stop with the access. - They can be invited back, and the invitation goes to the same address. See Invite New Users to Your Company. Removing Someone From the Whole Account If a user should lose access to every company, an account admin can manage them from Account Settings → Users, where each user's company access is edited in one place rather than company by company. See Account User Management. Note Because Call Tracker signs people in with a code sent to their email, removing their access is what actually ends it — there is no password to change. See Signing In.

Invite New Users to Company

To invite new users to your company to view report data and get notified of new calls, you're able to do this from the Users settings page inside Company Settings Inviting a New User To invite a new user, use the form to provide their First Name, Last Name, Email, and User Role. After submitting the form, the user will get an invitation email to confirm their account and create their password to login with. User Roles and Permissions Overview Company Admin - can view all calls, reports, receive notifications as well as manage company settings, integrations, and users inside the company. Company Reporting - can view calls, reports and receive notifications only. Resending the User Invitation Email If an invited user did not receive the invitation email. First, confirm that their email address is correct . If their address is correct, you can resend the invitation email by clicking on the resend arrow next to the user's name.

Update Your User Account Details

To manage how you access your call data, you can manage your user details easily from the user profile settings. Accessing your User Profile Settings To access your user profile settings, click your name in the upper right hand corner of your screen and go to User Settings. Updating your Name & Email You're able to update your First Name, Last Name, and Email address, then press Update Profile to save. When you change your email address, we send a confirmation email to the new address and your sign-in address stays unchanged until you confirm it. Until then, your profile shows the pending address with Resend and Cancel buttons. Upload Your Photo If you choose, you're able to upload a photo of yourself to personal your experience. For the best results, upload a square photo which we'll then downsize it fit the appropriate dimensions. Your API Key Your personal API Key is shown at the bottom of the User Profile page, with a Copy button. This is the key used to connect Call Tracker to Zapier and to our REST API. How You Sign In Call Tracker does not use passwords. You sign in with your email address and we send you a 6 digit login code, which is valid for 5 minutes. Enter the code and you're in. You can also use Sign in with Google if your email address is a Google account. Because there is no password, there is nothing to update here — keeping your email address current is all that is needed to keep access to your account.