Agents and dialer administrators can be created in the users section of the Vicidial Admin Console. This is where user/agent information and privileges are configured. This is also where passwords are set for all users including the default admin user "6666".

Add/Change Vicidial Users 

1. Login to the Vicidial Administrator page.
2. Click the Users link at the top of the page.
3. This displays a list of the users created in Vicidial. To edit an existing user click the MODIFY link next to the user.
4. To add a new user click the Add A New User link at the top of the page.
5. Fill in or changes the appropriate fields for your user, use the option list description below for a description of each option.
6. When done click the Submit button to save the user.

Delete Vicidial Users

1. Login to the Vicidial Administrator page.
2. Click the Users link at the top of the page.
3. This displays a list of the users created in Vicidial.
4. Click MODIFY next to the user you wish to delete.
5. Scroll to the bottom of the page and click DELETE THIS USER.
6. Then click the link near the top of the page that says "Click here to delete this user".

Complete list of Vicidial User options

User ID - This field is where you put the VICIDIAL users ID number, can be up to 8 digits in length, Must be at least 2 characters in length.

Password - This field is where you put the VICIDIAL users password. Must be at least 2 characters in length.

Full Name - This field is where you put the VICIDIAL users full name. Must be at least 2 characters in length.

User Level - This menu is where you select the VICIDIAL users user level. Must be a level of 1 to log into VICIDIAL, Must be level greater than 2 to log in as a closer, Must be user level 8 or greater to get into admin web section.

User Group - This menu is where you select the VICIDIAL users group that this user will belong to. This does not have any restrictions at this time, this is just to subdivide users and allow for future features based upon it.

Phone Login - Here is where you can set a default phone login value for when the user logs into vicidial.php. This value will populate the phone_login automatically when the user logs in with their user-pass-campaign in the vicidial.php login screen.

Phone Pass - Here is where you can set a default phone pass value for when the user logs into vicidial.php. This value will populate the phone_pass automatically when the user logs in with their user-pass-campaign in the vicidial.php login screen.

Hot Keys Active - This option if set to 1 allows the user to use the Hot Keys quick-dispositioning function in vicidial.php.

Agent Choose Ingroups - This option if set to 1 allows the user to choose the ingroups that they will receive calls from when they login to a CLOSER or INBOUND campaign. Otherwise the Manager will need to set this in their user detail screen of the admin page.

Scheduled Callbacks - This option allows an agent to disposition a call as CALLBK and choose the data and time at which the lead will be re-activated.

Agent-Only Callbacks - This option allows an agent to set a callback so that they are the only Agent that can call the customer back. This also allows the agent to see their callback listings and call them back any time they want to.

Agent Call Manual - This option allows an agent to manually enter a new lead into the system and call them. This also allows the calling of any phone number from their vicidial screen and puts that call into their session. Use this option with caution.

Vicidial Recording - This option can prevent an agent from doing any recordings after they log in to vicidial. This option must be on for vicidial to follow the campaign recording session.

Vicidial Transfers - This option can prevent an agent from opening the transfer - conference session of vicidial. If this is disabled, the agent cannot third party call or blind transfer any calls.

Closer Default Blended - This option simply defaults the Blended checkbox on a CLOSER login screen.

VICIDIAL Recording Override - This option will override whatever the option is in the campaign for recording. DISABLED will not override the campaign recording setting. NEVER will disable recording on the client. ONDEMAND is the default and allows the agent to start and stop recording as needed. ALLCALLS will start recording on the client whenever a call is sent to an agent. ALLFORCE will start recording on the client whenever a call is sent to an agent giving the agent no option to stop recording. For ALLCALLS and ALLFORCE there is an option to use the Recording Delay to cut down on very short recordings and recude system load.

Campaign Ranks - In this section you can define the rank an agent will have for each campaign. These ranks can be used to allow for preferred call routing when Next Agent Call is set to campaign_rank.

Inbound Groups - Here is where you select the inbound groups you want to receive calls from if you have selected the CLOSER campaign. You will also be able to set the rank, or skill level, in this section for each of the inbound groups as well as being able to see the number of calls received from each inbound group for this specific agent. Also in this section is the ability to give the agent a rank for each inbound group. These ranks can be used for preferred call routing when that option is selected in the in-group screen.

Agent Alter Customer Data Override - This option will override whatever the option is in the campaign for altering of customer data. NOT_ACTIVE will use whatever setting is present for the campaign. ALLOW_ALTER will always allow for the agent to alter the customer data, no matter what the campaign setting is. Default is NOT_ACTIVE.

Alter Agent Interface Options - This option if set to 1 allows the administrative user to modify the Agents interface options in admin.php.

Delete Users - This option if set to 1 allows the user to delete other users of equal or lesser user level from the system.

Delete User Groups - This option if set to 1 allows the user to delete user groups from the system.

Delete Lists - This option if set to 1 allows the user to delete vicidial lists from the system.

Delete Campaigns - This option if set to 1 allows the user to delete vicidial campaigns from the system.

Delete In-Groups - This option if set to 1 allows the user to delete vicidial In-Groups from the system.

Delete Remote Agents - This option if set to 1 allows the user to delete vicidial remote agents from the system.

Load Leads - This option if set to 1 allows the user to load vicidial leads into the vicidial_list table by way of the web based lead loader.

Campaign Detail - This option if set to 1 allows the user to view and modify the campaign detail screen elements.

AGC Admin Access - This option if set to 1 allows the user to login to the astGUIclient admin pages.

AGC Delete Phones - This option if set to 1 allows the user to delete phone entries in the astGUIclient admin pages.

Delete Scripts - This option if set to 1 allows the user to delete Campaign scripts in the script modification screen.

Modify Leads - This option if set to 1 allows the user to modify leads in the admin section lead search results page.

Change Agent Campaign - This option if set to 1 allows the user to alter the campaign that an agent is logged into while they are logged into it.

Delete Filters - This option allows the user to be able to delete vicidial lead filters from the system.

Delete Call Times - This option allows the user to be able to delete vicidial call times records and vicidial state call times records from the system.

Modify Call Times - This option allows the user to view and modify the call times and state call times records. A user doesn't need this option enabled if they only need to change the call times option on the campaigns screen.

Modify Sections - These options allow the user to view and modify each sections records. If set to 0, the user will be able to see the section list, but not the detail or modification screen of a record in that section.

View Reports - This option allows the user to view the VICIDIAL reports.

Taken fromthe Vicidial Admin Help page.