Managing User Access and Restrictions

In VanillaSoft, Account Administrators and Account Admin Combo users have the capability to set specific user restrictions to control access to contacts, teams, and projects. This feature is essential for ensuring that users only access information pertinent to their roles and responsibilities. 

Steps to Configure User Restrictions

1. Access Users: From the Admin homepage, click on Users located in the top-left corner of your page.

2. Select User: Use the search function to find and select the user for whom you want to configure restrictions.

3. Navigate to Search Restrictions: Scroll to the Search Restrictions section.

4. Adjust Restrictions: Configure the following settings based on your requirements:
   • Contacts owned by others: Choose how this user can interact with contacts owned by other users.
   • Closed Contacts: Select the level of access this user has to contacts that are marked as closed.
   • Contact Access: Define the scope of contact data the user can access.

5. Modify Caller Switching Access: In the Caller Switching Access section, manage which Projects and/or Teams the user can access by checking or unchecking the appropriate boxes.

6. Enable Broad Access (Optional): If you want the user to have the ability to search and access contacts from any team, check the Allow this user to search and access contacts from any team checkbox.

7. Save Changes: Click Save to apply the new settings.

Once saved, the settings will take effect immediately. However, if the user is currently logged in, advise them to log out and then log back into VanillaSoft to ensure the updated restrictions are fully applied.