user-management
30 posts.
What 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 postHow to search for a VICIdial user
Find any account fast with the Search For A User screen in VICIdial — filter by name, user ID, user level or group instead of scrolling the full list.
Read postHow to copy a VICIdial user to create a new one
Use the Copy A User screen in VICIdial to clone an existing account's settings into a new one — just supply a new ID, password and full name.
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 postHow to add a new VICIdial user
A step-by-step walkthrough of the Add A New User screen in VICIdial, covering the four required fields and what happens after you submit.
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