Introduction

Vicidial, a powerful call center software solution, allows you to efficiently manage your call center operations. Creating new users and phones in Vicidial is crucial for granting access to agents and ensuring seamless communication. In this step-by-step guide, we will walk you through the process of creating new users and phones in Vicidial, enabling effective user management and phone configuration.

Step 1: Accessing the Vicidial Admin Interface

To begin, open a web browser and enter the URL of your Vicidial Admin interface. Typically, it is accessed by entering the IP address or domain name followed by "/vicidial/admin.php". Provide your login credentials (admin username and password) to log in to the Admin interface.

Step 2: Navigating to User Management

Once logged in, you will be directed to the Admin Dashboard. On the left-hand side, locate the menu section titled "Users" Expand the menu and click on the "Add New User" option. This will take you to the User Management page.

Step 3: Adding a New User

On the User Management page, click on the "Add User" button at the top right corner of the page. This will open the User Creation form. Fill in the required information for the new user, including User ID, User Pass, Full Name, User Level, User Group, and Campaigns. Configure permissions and access rights based on the user's role and responsibilities. Click the "Submit" button to create the new user.

Step 4: Navigating to Phone Management

After creating the new user, return to the Admin Dashboard. Locate the "Admin" section in the menu and click on the "Phone Management" option. This will take you to the Phone Management page.

Step 5: Adding a New Phone

On the Phone Management page, click on the "Add Phone" button at the top right corner of the page. This will open the Phone Creation form.

Step 6: Completing the Phone Creation Form

In the Phone Creation form, provide the required information for the new phone. The mandatory fields typically include:

Server IP: Enter the IP address of the server where the phone is located.
Phone IP: Specify the IP address of the phone.
Phone Login: Set a unique login name for the phone.
Phone Pass: Assign a secure password for the phone's login.
Phone Extension: Enter the extension number for the phone.
Additionally, you may have other optional fields available to input additional phone details such as phone type, description, and location.

Step 7: Assigning the Phone to a User

In the Phone Creation form, associate the phone with the newly created user by selecting their User ID from the drop-down menu or entering it manually.

Step 8: Saving and Verifying Phone Creation

Once you have filled in all the necessary information and assigned the phone to the user, click the "Save Changes" button to create the new phone. Vicidial will validate the information and display a confirmation message upon successful creation.

Step 9: Testing the Phone Configuration

To ensure the new phone is configured correctly, instruct the user to log in using the provided Phone Login and Phone Pass. Verify that they can successfully log in to the phone and perform basic call functions, such as making and receiving calls.

Conclusion

Creating new users and phones in Vicidial is a straightforward process that enables you to grant access and configure communication devices within your call center. By following these step-by-step instructions, you can seamlessly add new users and phones to Vicidial, ensuring efficient user management and smooth operation of your call center.