You can create an agent either through the VICIfast Users tab in a few clicks, or programmatically with the add_user API call if you're provisioning accounts from your own system.
Through the Users tab
- Go to Servers, click your server's name, then click the Users tab under "VICIdial Management & Reporting."
- Click New agent, top-right of the Agents grid.
- Fill in the fields: User ID: type a number, for example 1021. This is what the agent types to log in. Four to six digits is typical. You cannot change it later, so pick a scheme and stick to it.
- Set Full name, and pick a User group from the dropdown, noting that every agent belongs to exactly one group. (No groups yet? Create one in step 5 first.)
- Leave User level on the default unless the person runs the floor: leave it on 4 for a normal agent. Level 7 is a reports-only admin, 8 and 9 are full admins - only raise it for people who run the call center.
- A password is auto-filled, or you can generate/type one: a random one is already filled in. Click the little circular arrow to roll a new one, or type your own. Letters and numbers only, at least 6 characters. This is the password the agent types to log into the agent screen.
- Click Create.
That's the entire job on the VICIfast side, since behind the scenes VICIfast creates the dialer login and a matching webphone with the same extension, wired together automatically - there is no phone setup for you to do, and the phone's own technical password is generated and managed for you. Hand the agent their User ID and the password from the form, and they can log in.
Need more than one? Use Bulk add, which lets you set a starting ID range, count (up to 100), group, level, and a name pattern in one pass, generating a downloadable credentials CSV.
Through the API (add_user)
If your onboarding is automated, the add_user non-agent API call does the same thing programmatically. Five fields are mandatory: agent_user - the new login ID, 2 to 20 characters (send AUTOGENERATED to let VICIdial pick one), agent_pass - the account password, 1 to 20 characters, agent_user_level - a single digit, 1 through 9, controlling what the account can do, agent_full_name - the person's display name, up to 50 characters, agent_user_group - the user group the account belongs to, which must already exist.
Example call:
curl "http://server/vicidial/non_agent_api.php?source=test&function=add_user&user=6666&pass=1234&agent_user=1000&agent_pass=9999&agent_user_level=1&agent_full_name=Testing+Person&agent_user_group=AGENTS"
Two things to watch: the API user must have user_level 8 or higher with "modify users" enabled, and cannot create accounts at a higher level than its own. And this function also does not work with Vtiger integration - if your box uses Vtiger, create users through that path instead.
Either way, the target user group has to exist first, since a new agent record always needs one to belong to.
This answer has not been reviewed yet. Check anything that touches a production dialer, or ask support.