How to Add a New User

You must have Account Admin access to add a new user since these changes will affect your monthly bill. Prices are shown during this process before you complete the steps, but if you would like more information on pricing, please get in touch with our Success team by calling 972-200-0179 option 2 or by emailing success@vanillasoft.com.

If you want to delete a User, follow the steps in our How To Delete a User article. 

To Add a User

1. Log in to VanillaSoft as an Account Admin.
   
   

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2. Select Users from the menu at the top.
   
   

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3. Click Add User at the top of the User list.
   
   

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4. Fill out each field in the User Profile section.
   
   
   • Note: You can expand the Show Additional Fields section if more information is needed.
   • Note: The username must be a valid email address. This email address will be used to log in and for all system notifications.
   • Note: If enabled in the Account Profile, the user will receive a welcome email on this email address with their login information.

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5. If the user needs permission to configure their email account, check the Allow the user to access Email Account checkbox under the Email Account section.
   
   

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6. Under User Localization Settings, open the Time Zone drop-down menu, then select the User's Time Zone.
   
   

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7. Under the Options Section, select the desired User Type and the desired checkbox(es) in the Options section.
   
   
   • Note: More information on Account Types can be found in our Account Types in VanillaSoft article. 

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8. Select the User's appropriate VS VoIP Line option.
   
   

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9. Once done, click Save.
   

The new User can now log in to VanillaSoft using the Username entered as both the username and password. If you have created a VanillaSoft VoIP line for this User, VS Connect login and setup information is emailed to the User using the emailed address listed in the Email field.