users
15 posts.
What 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 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 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 run multiple teams or clients on one VICIdial with users and groups
A practical guide to using VICIdial users, user levels, permissions, and user groups to run several teams or clients on one dialer with clean separation.
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.
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 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 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 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 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 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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