There are four different account types within VanillaSoft. Some account types can grant or prevent accounts from accessing certain sections, enable or disable tools, manage contacts, etc. In contrast, other account types are restricted to only having access to the Caller section. Each account type can have dialing and recording added if needed. In this article, we will go over what each type allows.
- Limited – A Limited account type gives access to the Caller side without any contact routing. Upon login, the user is automatically taken to their calendar or list of owned contacts. A Limited account is designed for Sales Representatives who do not do much outbound calling but will follow up on leads within the system, allowing management to track the entire cycle.
- Caller – A Caller account gives full access to the Caller side (Admins can restrict access to certain areas). This includes contact routing, running reports, scheduling callbacks and appointments in a calendar, modifying Intelective Routing filters, and much more.
- Admin Combo - An Admin Combo can configure most of a User's or Project's settings. This includes but is not limited to managing features such as Reports, Result Codes, Email Templates, SMS Templates, Page Layout, Incoming/Outgoing Web Leads, Routing Queue, and much more. If a change is needed, an Administrator can usually make the desired change. An Admin Combo has access to the Admin side of VanillaSoft and the Caller side, having the same access as a Caller account. An Admin Combo account can make User and Project changes and call contacts.
- Account Admin Combo - An Account Admin has all access that an Admin Combo would have. Still, they have a few extra features included. An Account Admin can add users, delete users, change a user's account type, enable/disable call recording, set search restrictions for contacts, set Project/Team switching access restrictions, and make any other changes that would affect the monthly plan. By default, the first user that registers for a new account will be flagged as the Account Admin.
The Account Admin can change account types by following our How To Change User Type article.