Create Users in Vicidial

Step-by-step guide to adding agents and administrators in the Vicidial admin panel

Navigate to User Management

Admin → Users → Add a New User

Log into the Vicidial admin panel (typically at http://your-server/vicidial/admin.php)
Click on "Admin" in the top navigation bar
Select "Users" from the left sidebar menu
Click the "Add a New User" link at the top of the user list

Set User Credentials

User ID, Password, Full Name

User ID — Unique numeric or alphanumeric identifier (e.g., 1001, agent_john). This is used for login.
Password — Set a strong password. Minimum 8 characters recommended with mixed case and numbers.
Full Name — The agent’s real name as it will appear in reports and monitoring screens.
Email — Optional but useful for password resets and notifications.

Configure User Level & Group

User Level (1–9), User Group

User Level — Set the permission level (see table below). Level 1 for basic agents, higher for managers.
User Group — Assign to a user group for organizational purposes and group-level permissions.
If you have multiple teams (sales, support, collections), create separate user groups for each.

Phone Login Setup

Phone Login, Phone Password, Extension

Phone Login — The extension number the agent will use to register their softphone (e.g., 8001).
Phone Password — The SIP password for the agent’s phone registration.
Registration String — Typically auto-generated. Format: SIP/8001 for the phone entry.
The phone entry must exist in Admin → Phones before the agent can log in.

Assign Campaigns & In-Groups

Allowed Campaigns, In-Groups

Allowed Campaigns — Select which outbound campaigns this agent can access from the login dropdown.
Allowed In-Groups — Select which inbound groups the agent can receive calls from.
Closer Default In-Groups — Set default in-groups that auto-select when the agent logs into closer/blended mode.
You can also set these at the User Group level for bulk management.

Set Permissions & Restrictions

Shift Enforcement, Features Access

Shift Enforcement — Restrict login times based on predefined shift schedules.
Agent Shift — Assign a specific shift to control when the agent can log in.
Force Change Password — Require the agent to change their password on first login.
Agent Call Manual — Allow or deny manual dialing capability.
Outbound Caller ID Override — Control whether agents can change outbound caller ID.

User Levels Explained (1–9)

Level	Name	Description
1	Agent	Basic agent access only. Can log into the agent screen, make/receive calls, and set dispositions.
2	Agent + Reports	Agent access plus ability to view basic reports for their own performance.
3	Agent + Limited Admin	Agent access with limited admin panel view (read-only on some sections).
4	Campaign Manager	Can manage campaigns, lists, and agents within assigned campaigns.
5	Campaign Manager+	Campaign management plus access to more admin sections and reports.
6	Manager	Broad admin access. Can manage users, campaigns, carriers, and most settings.
7	Senior Manager	Full management access including system settings and server configuration.
8	Admin	Full admin access to all sections except system-critical settings.
9	Super Admin	Unrestricted access to every section, including server settings and admin utilities.

Tips & Best Practices

Naming Convention:Use a consistent format like "firstname.lastname" or "department_number" (e.g., john.smith or sales_101) for User IDs. This makes user management and reporting much easier.

Security:Never use default or simple passwords. Enforce password changes periodically. Limit User Level 8–9 access to only system administrators. Always set shift enforcement to prevent unauthorized off-hours access.

Phone Entry Required:Before an agent can log in, you must create a matching Phone entry in Admin → Phones. The phone login and password in the user record must match the Phones entry. See the Remote Agent Setup guide for softphone configuration.

Back to Vicidial Guide Campaign Setup Remote Agents