How to modify a VICIdial user's settings

Once an account exists, almost everything about it lives on the Modify User screen. This is where you adjust an Agent account's permissions, change which User group it belongs to, flip the Active flag, or tighten what a manager is allowed to do. This post explains the two families of settings on that screen and the timing rule that explains why some edits seem to do nothing at first.

Open the Modify User screen

Click Users in the left menu to reach the Users List, then click the User ID of the account you want to edit. The full modification screen opens with every field for that account. If the user you want is not visible, they may be set to inactive — use the show all users link near the top of the list to reveal disabled accounts.

Agent options versus admin options

The settings split into two groups, and knowing which is which saves a lot of confusion:

• Agent Interface Options control what an account can do while logged in to take calls — things like Agent Call Manual, Agent Transfers, Scheduled Callbacks, and Agent Recording. These shape the live call experience.
• Admin Interface Options control what a manager can do inside the administration interface — Modify Users, Delete Users, Load Leads, View Reports, and similar permissions. These only matter for accounts at User Level 8 or 9, who can reach the admin section.

Common edits include changing the User Level (level 2 or higher is needed to take inbound calls, level 7 or higher to view reports), reassigning the Campaign permissions by moving the account to a different group, or adjusting which Ingroup checkboxes are ticked for a Closer-type login.

The timing rule that trips people up

Agent interface options are only read at agent login time. If you change a setting while the person is logged in, it will not take effect on their current Agent session — they have to log out and back in for it to apply. Admin interface options, by contrast, are real-time: a manager can use a newly granted admin permission the moment it is saved. One more gotcha — never change an agent's selected in-groups while they are logged in, because those are written live during the session and your edit will not stick.

The modify-user workflow

flowchart TD
  A[Open Users List] --> B[Click the User ID]
  B --> C[Modify User screen opens]
  C --> D{Which option type}
  D -->|Agent option| E[Applies at next login]
  D -->|Admin option| F[Applies in real time]
  E --> G[Submit]
  F --> G
  G --> H[Change logged in record]

Every edit is tracked

At the bottom of the Modify User screen, the Admin Changes for this User Record section shows every administrative change made to the account: who made it, from which IP address, what changed, and when. That audit trail is invaluable when a permission seems to have shifted unexpectedly or when you need to confirm who altered a Disposition permission.

Editing accounts confidently is mostly about knowing which options take effect when. For the full model of how permissions, groups and levels interact, see our users and groups guide. If you are still deciding what level to grant, read VICIdial user levels explained. On VICIfast, your dialer is fully managed so you only ever touch user settings, never the underlying server — see pricing to compare plans.