How to modify a VICIdial user group

Adding a VICIdial user group only asks for an ID and a description. All the power lives on the Modify User Group screen, which controls how every member of the group logs in, what they see on the agent screen, and which reports they can open. A user group is the admin entity that bundles agents under one shared rule set, so a change here ripples to everyone in the group at once.

Getting to the modify screen

Open the User Groups section from the admin sidebar and click the group name in the list. The modify page loads with the ID and description at the top, followed by a long column of options. You can change the description any time; the group ID itself is fixed once created.

Login and shift controls

The first cluster of settings governs whether and when agents can log in:

• Force Timeclock Login blocks the agent screen until the agent has clocked in on the Timeclock. You can exempt admin levels 8 and 9.
• Shift Enforcement ties logins to assigned shifts. OFF ignores shifts, START checks only the start time, and ALL also logs an agent out after their shift ends.
• Allowed Campaigns is the list of campaigns members may log into; ALL-CAMPAIGNS opens every one on the system.

Agent screen options

The next group shapes the live agent experience. Agent Status Viewable Groups decides which teams appear in the sidebar and who an agent can transfer calls to. Agent Status View Time shows how long each colleague has been in their current Status (lead status). Agent Call Log View lets an agent review their own handled calls. Agent Transfer Options can hide specific buttons in the transfer section, and a Script Override can force a particular Agent script when the matching campaign setting is on.

How a change propagates

flowchart LR
  A[Edit Modify User Group] --> B[Submit changes]
  B --> C[Group record updated]
  C --> D[Agent next login reads group]
  D --> E[Login rules applied]
  D --> F[Screen options applied]
  D --> G[Report access applied]

Reporting and access restrictions

Further down, Allowed Reports restricts which reports level-7-and-up users can open, and Allowed Queue Groups scopes the queue data they see. Lower still are IP whitelists for admin, agent, and API access, plus Allowed User Groups and Allowed Call Times, which control how much of the rest of the system this group can view or edit. These last two are the backbone of multi-tenant separation: limit them and one team simply cannot see another team's records.

There are a few more options worth knowing about as you scroll:

• Agent Fullscreen stretches the agent screen to the full browser window, dropping the side panels. Handy on small monitors, but it hides the live queue views.
• Reports Header Override and Home URL Override let you rebrand or simplify the report navigation for this group only.
• If a webphone is configured, extra per-group overrides appear for its URL, system key, and dialpad behavior.

A practical editing workflow

The screen is long, so change one cluster at a time and submit, rather than touching everything in one pass. That way, if an agent reports something odd after a change, you know which setting to look at. A safe order is to lock down login rules first, then tune the agent screen, then handle reporting and access last, since those rarely affect a live shift.

Most changes take effect the next time an agent logs in, so there is rarely a need to force anyone off mid-shift. For permission-level decisions that pair with these group settings, the modify a VICIdial user walkthrough covers the per-agent side.

Where this fits

Group settings and user settings work together, and the full map of how they interact is in the users and groups guide. If you want a managed VICIdial server with these screens already hardened and ready in under 40 seconds, check our pricing page.