Symptoms
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How to edit users in VIP Portal
Eligibility
This action can only be done by an admin or Office Manager from the VIP Portal for Managers.
Procedure
The Users section of the VIP Portal for Managers lets you manage your users in one place.
If you would like to edit an existing user in the VIP Portal:
- Open the Crexendo VIP Portal as the office manager or above.
- Click the Users button at the top of the navigation row.
- Locate the user you would like to edit and either click on the name or click the edit button to the right of the user’s name.
- From here, you can edit the following by selecting the tab: The user’s profile information, Answering Rules, Voicemail options, Phones associated with the user, Advanced settings, and Call Center, if applicable to your domain.
NOTE: User Licenses or “scopes” can only be changed by Crexendo and only to an existing user.
| Profile Information | Includes the user’s information that was entered when the user was created. You can also verify or edit the user’s Called ID Information from this tab. |
|---|---|
| Answering Rules | This tab shows the default answering rule that is active and any other rules that have been created by the user. You can also create a rule for the user from this tab. |
| Voicemail | This tab allows you to enable/disable the user’s voicemail as needed. The rest of the options are also available in the user’s voicemail settings, including Inbox, Greetings, and Email Notifications options. |
| Phones |
This tab shows any phones associated with the user, including web phones, mobile apps, and physical phones. NOTE: If the user is utilizing a physical desk phone, SnapBuilder can be accessed from this tab to edit the button configurations for the phone. |
| Advanced |
This tab allows the administrator to “Reset User” to assign the existing extension to a new user. The Send Welcome Email option is for a new user to receive their login information. NOTE: If a user needs their password reset, click the Force Password Reset option and check the box to send the recovery email to the user’s email address. |
Escalation Information
Escalation Information: SD1
If you need additional assistance, contact Crexendo Support at 855-211-2255 or email us at support@crexendo.com
Change Log
| Date | Description |
|---|---|
| May 26, 2026 | Article revamped |