Adding a VanillaSoft VoIP Line to a User – VanillaSoft

Streamline the process of making calls directly within VanillaSoft by using VanillaSoft VoIP. Using VanillaSoft VoIP lines gives users access to many enhanced features, including VMDrop, Click-to-dial, Call Recordings automatically saved to the contact's profile, and more!

Note: Each VoIP line incurs an additional charge on your invoice, irrespective of whether or not it is actively assigned to a Caller. Consider using unassigned VoIP lines within your account to optimize cost efficiency before creating new lines. If any users aren't using the VanillaSoft VoIP line assigned to them, follow the steps in the Unassigning a VanillaSoft VoIP Line article to allow that VoIP line to be used.

Adding a New VanillaSoft VoIP Line (Direct Line)

Log in to VanillaSoft as an Administrator.
Navigate to the Users section in the top menu.
Choose the username you want to assign the VoIP line.
- If the username isn't visible, use the Search Box by entering the user's first name, last name, or username. Press Enter or click the magnifying glass icon to display the search results.
Click to open the VoIP Line Configuration tab.
In the User Dialing Information section, select the VanillaSoft VoIP option.
Open the Phone Type dropdown and choose the preferred option.
- If uncertain, opt for VS Softphone, as it is the default option required for use of the VS Connect softphone.
Click the Create New VanillaSoft VoIP Line button.
Open the Line Type drop-down and select Direct Line.
In the State dropdown, select the desired state for the phone number.
Choose the preferred area code for the phone number in the Area Code dropdown.
Customize additional settings based on your preferences.
- Auto-Dialing: Enables "click-to-dial" functionality. This feature will not automatically dial numbers. Without this, Callers manually dial numbers in VS Connect to make calls.
- SMS Text Messaging: Enables sending and receiving text messages within VanillaSoft to the assigned VoIP phone number.
- Call Recording: Permits recording calls, accessible under the contact's profile and in the VanillaSoft VoIP Portal
After configuring all settings, click Create New Line to complete the process.

An email will be sent to the user that will include the VoIP number, download links for VS Connect, VS Connect login credentials, VoIP line Access Code, and instructions on how to set up the personal voicemail greeting.

Adding a New VanillaSoft VoIP Line (Extension)

Log in to VanillaSoft as an Administrator.
Navigate to the Users section in the top menu.
Choose the username you want to assign the VoIP line.
- If the username isn't visible, use the Search Box by entering the user's first name, last name, or username. Press Enter or click the magnifying glass icon to display the search results.
Click to open the VoIP Line Configuration tab.
In the User Dialing Information section, select the VanillaSoft VoIP option.
Open the Phone Type drop-down and select the preferred option.
- If uncertain, opt for VS Softphone, as it is the default option required for use of the VS Connect softphone.
Click the Create New VanillaSoft VoIP Line button.
Open the Line Type drop-down and select Extension.
Specify your desired range in the Show available extensions in range fields, then click the GO button.
Open the Available Extensions drop-down and choose the extension you wish to assign.
Customize additional settings based on your preferences.
- Auto-Dialing: Enables "click-to-dial" functionality. This feature will not automatically dial numbers. Without this, Callers manually dial numbers in VS Connect to make calls.
- SMS Text Messaging: Enables sending and receiving text messages within VanillaSoft to the assigned VoIP phone number.
- Call Recording: Permits recording calls, accessible under the contact's profile and in the VanillaSoft VoIP Portal
If SMS Text Messaging was not enabled in Step 11, proceed directly to Step 15. If you have enabled SMS Text Messaging in Step 11, proceed by opening the State drop-down and selecting the desired state for the assigned phone number..
Choose the preferred area code for the phone number in the Area Code dropdown.
After configuring all settings, click Create New Line to complete the process.

Assign an Existing VanillaSoft VoIP Line

Log in to VanillaSoft as an Administrator.
Navigate to the Users section in the top menu.
Choose the username you want to assign the VoIP line.
- If the username isn't visible, use the Search Box by entering the user's first name, last name, or username. Press Enter or click the magnifying glass icon to display the search results.
Click to open the VoIP Line Configuration tab.
In the User Dialing Information section, select the VanillaSoft VoIP option.
Open the Phone Type dropdown and choose the preferred option.
- If uncertain, opt for VS Softphone, as it is the default option required for use of the VS Connect softphone.
Open the VanillaSoft VoIP Line drop-down and choose the phone number you wish to assign to the user.
- If the phone line is already assigned to a user, their name will be displayed beside the number. Otherwise, it will appear as 'Available'.
Click on Confirm in the confirmation popup to proceed.
Customize additional settings based on your preferences.
- Auto-Dialing: Enables "click-to-dial" functionality. This feature will not automatically dial numbers. Without this, Callers manually dial numbers in VS Connect to make calls.
- SMS Text Messaging: Enables sending and receiving text messages within VanillaSoft to the assigned VoIP phone number.
- Call Recording: Permits recording calls, accessible under the contact's profile and in the VanillaSoft VoIP Portal
After configuring all settings, click Save to complete the process.

After assigning a VanillaSoft VoIP line to a user, they can install and setup VS Connect calls by following the instructions in the Install or Update VS Connect article. This resource will guide them through the necessary steps to set up or update VS Connect, enabling a smooth transition to making calls within the VanillaSoft platform.

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