permissions
46 posts.
How Shift Enforcement on a user group restricts agent logins
Shift Enforcement ties agent logins to scheduled shifts so people only work the hours you set, with OFF, START, and ALL modes.
Read postHow Allowed Queue Groups scopes report visibility for a group
Allowed Queue Groups limits which queue groups a user group can see inside queue-based reports, keeping managers focused on their own queues.
Read postHow IP Lists scope admin, agent and API access per user group
VICIdial gives every user group three independent IP whitelists for admin, agent and API access, so you can lock each surface to its own set of networks.
Read postWhat the system-wide IP blacklist blocks
VICIdial's system-wide IP blacklist blocks every web service for any user coming from a listed address, regardless of their user group.
Read postHow Allowed User Groups limits which records a group can see
Allowed User Groups controls which other user groups a manager can view and edit, scoping access to DIDs, phones, leads, and more by group.
Read postHow to limit which reports a user group can open
The Allowed Reports setting restricts which reports level 7 and higher users in a group can open, scoping managers to what they need.
Read postWhat Force Timeclock Login does for a user group
Force Timeclock Login blocks agents from the dialer until they clock in, keeping attendance records and login state in sync.
Read postHow to scope which campaigns a group can QC
Use the user-group QC Allowed Campaigns and QC Allowed Inbound Groups settings to control which calls each quality-control team can review.
Read postHow to restrict VICIdial logins by IP with IP Lists
Lock VICIdial web access to known networks by building an IP List and assigning it to a user group's admin, agent or API access.
Read postWhat the Admin User Group field on a record does
The Admin User Group field on VICIdial records restricts which admins can view that record by user group, with --ALL-- meaning everyone.
Read postWhat Agent Status Viewable Groups controls on the agent screen
How the Agent Status Viewable Groups setting decides which colleagues an agent sees in the sidebar and can transfer calls to.
Read postHow to delete a VICIdial user group
The two-step process for removing a VICIdial user group safely, plus what to check before you delete one.
Read postHow to assign one in-group to a whole user group at once
Use the user-group screen to add or remove an in-group for every active agent in the group in a single action instead of one by one.
Read postHow to give one agent extra disposition statuses
The Additional Status Group field attaches a custom set of disposition statuses to a single agent on top of the system, campaign, list, and in-group statuses they already have.
Read postHow to add a new VICIdial user group
A step-by-step walkthrough for creating a VICIdial user group, the admin entity that bundles agents and sets shared login rules.
Read postHow to cap a user's manual-dial calls per day and per hour
Two per-user fields cap how many DIAL NEXT NUMBER calls an agent can place per day and per hour across every campaign they touch.
Read postWhat the five Custom User Fields are for
The five Custom User Fields store arbitrary per-agent data you can pull into web forms and scripts as user_custom_one through user_custom_five.
Read postWhat Admin Hide Lead Data and Hide Phone Data do
How the Admin Hide Lead Data and Admin Hide Phone Data user settings mask customer details for level 7, 8 and 9 managers in reports and screens.
Read postWhat Search Lead Ignore Group Restrictions does
How the Search Lead Ignore Group Restrictions user setting lets a manager search and modify leads system-wide instead of only within their user group's campaigns.
Read postWhen to use an API Only User account
An API Only User can call VICIdial's API but never log into the admin or agent screens. Here is when that lockdown is the right call.
Read postWhat the Agent Call Manual option lets an agent dial
Agent Call Manual lets an agent dial any number by hand while paused, pulling existing lead data or creating a fresh lead on the fly.
Read postWhat Alter Agent Interface Options lets a manager change
How the Alter Agent Interface Options admin permission lets a manager edit another user's agent screen settings from the admin interface.
Read postWhat the AGC Admin Access permission unlocks
What the AGC Admin Access permission unlocks across the astGUIclient admin pages, and why this single toggle opens so many sections at once.
Read postWhat Modify Same User Level does for level 9 admins
Modify Same User Level decides whether one level 9 VICIdial admin can edit other level 9 admins and their own account. Here is how it works.
Read postWhat Inbound Calls Credits do on a user
Inbound Calls Credits cap how many inbound calls an agent can take before a manager has to manually top them up again.
Read postWhat the Agent Transfers option lets an agent do
The Agent Transfers user option controls whether an agent can open the transfer-conference panel to three-way call or move a live call elsewhere.
Read postWhat the User Admin Redirect URL does for report-only logins
User Admin Redirect URL sends a VICIdial account straight to one page at login instead of the admin screen. Ideal for report-only users.
Read postWhat the HotKeys Active user option does
HotKeys Active turns on keyboard quick-dispositioning in the agent screen so agents close out calls with a single keypress.
Read postWhat the Modify Phones, Servers and Statuses permissions cover
What the Modify Phones, Modify Servers and Modify Statuses admin permissions each unlock, and how the three carve up VICIdial system administration.
Read postHow to cap a user's inbound calls per day
Max Inbound Calls sets a daily ceiling on how many inbound calls one agent can take across all groups, with optional filtering rules.
Read postWhat the Agent Recording Override does on a user
Agent Recording Override forces a single user's call recording behavior regardless of the campaign setting, with five distinct modes.
Read postWhat the Agent API Access permission does
Agent API Access lets one VICIdial account drive another agent's live session over the agent API. Here is how the two-account model works.
Read postHow to modify a VICIdial user group
A tour of the VICIdial Modify User Group screen and the settings that change how every agent in the group logs in and works.
Read postHow Allowed Campaigns on a user group scopes agent logins
What the Allowed Campaigns setting on a VICIdial user group does and how it decides which campaigns an agent can choose at login.
Read postWhat Campaign Ranks and Grades do for call routing
Per-user Campaign Ranks and Grades steer which available agent gets the next call when Next Agent Call is set to rank or grade routing.
Read postVICIdial user levels (1 to 9) explained
What each VICIdial user level unlocks, from a level 1 agent who can only take calls to a level 9 manager with full administrative control.
Read postHow to delete a VICIdial user safely
Remove a VICIdial user account the right way using the two-step DELETE THIS USER flow, plus when to disable instead of delete.
Read postWhat the GDPR Export and Delete Leads permission does
This permission lets a manager download or fully erase every record for one customer, recordings included, to satisfy a GDPR request. Here is how it works.
Read postWhat the Modify Users permission lets a manager do
The Modify Users permission is the gate that lets a manager edit other VICIdial accounts. Here is exactly what it grants and where its limits are.
Read postWhat the View Reports permission does and why it needs level 7
The View Reports permission opens the VICIdial reports, but only for users at level 7 or higher. Here is why both gates exist.
Read postWhat the Load Leads and Download Lists permissions control
Load Leads decides who can import contacts into VICIdial, and Download Lists decides who can pull a whole list back out. Here is how each one works.
Read postWhat the VICIdial user permission checkboxes do
A plain tour of the VICIdial admin permission checkboxes, from Modify Users to Delete Campaigns, and how they shape what a manager can touch.
Read postHow to modify a VICIdial user's settings
How the Modify User screen works in VICIdial, the difference between agent and admin interface options, and why some changes only apply at the next login.
Read postWhat the Delete Users, Lists and Campaigns permissions control
The Delete family of VICIdial permissions removes accounts, lists, and campaigns. Here is what each one controls and why they are kept separate.
Read postWhat the Export Reports permission lets a manager download
The Export Reports permission decides whether a manager can pull raw call data off the Reports screen as a downloadable file. Here is what it covers.
Read postWhat the five Modify Leads permission settings do
The Modify Leads permission is not a simple on-off switch. Its five settings range from full edit to read-only. Here is what each value means.
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