Account Types in VanillaSoft

In VanillaSoft, there are four different account types available, each with different levels of access and permissions. These account types are:

• Limited: This account type provides access to the Caller side of VanillaSoft without contact routing. It is designed for representatives who primarily follow up on leads within the system. With a limited account, users can access the necessary tools and features for their activities.

• Caller: A Caller account offers full access to the Caller side of VanillaSoft. This includes contact routing, running reports, scheduling callbacks and appointments, modifying Intelective Routing filters, and more. Users with a Caller account have comprehensive control and functionality to effectively manage their sales activities. Callers do not have access to making any changes to the Project configuration. 

• Admin Combo: An Admin Combo account has the ability to configure most User and Project settings within VanillaSoft. This includes managing Reports, Result Codes, Email Templates, SMS Templates, and more. Users with an Admin Combo account have access to both the Admin and Caller sides of VanillaSoft, allowing them to customize and optimize the system according to their needs.

• Account Admin Combo: The Account Admin Combo account includes all the features of an Admin Combo account, with additional capabilities. Users with an Account Admin Combo account can perform tasks such as adding or deleting users, changing user account types, enabling or disabling call recording, and more. The first user registered for a new account is automatically assigned as the Account Admin. This account type provides the highest level of control and management within VanillaSoft.

To change account types in VanillaSoft, the Account Admin can refer to the "How To Change User Type" article available in the support documentation. This article provides step-by-step instructions on how to switch between different account types.