In Vixiees there are two different types of activation: user activation (platform access) and salesperson activation (operational role with license). This article explains the differences and when to use each.
Two Different Concepts
| Concept | Description | Impact |
|---|---|---|
| Active user | Can access the platform | General access |
| Active salesperson | Can receive contacts and tasks | Consumes a license |
A user can be active without being a salesperson, but a salesperson must always be an active user.
User Activation
What It Enables
- Platform access (login)
- Viewing account information
- Access based on assigned permissions
What It Does NOT Enable
- Receiving contacts or tasks
- Access to communication tools (calls, WhatsApp)
- License consumption
How to Activate/Deactivate
- Go to Settings > Users
- Select the user
- In the actions menu, choose Activate user or Deactivate user
Salesperson Activation
What It Enables
- Everything included with an active user
- Receiving assigned contacts
- Executing tasks
- Making calls
- Sending messages (WhatsApp, email)
- Salesperson view in the panel
What It Consumes
- 1 license in the selected country
- Call minutes based on usage
- Other resources (recording, transcription, AI)
How to Activate
- Go to Settings > Users
- Select the user
- Click Activate salesperson
- Select the license country
- Confirm the activation
Deactivation
Deactivate user
- The user cannot log in
- If they were a salesperson, their salesperson role is also deactivated
- Historical data is maintained
Deactivate salesperson (license only)
- The user maintains platform access
- Loses salesperson role
- All their contacts and tasks are unassigned
- 1 license is freed (at the end of the billing cycle)
- Changes to administrator view
Common Use Cases
New salesperson employee
- Create user (active by default)
- Activate as salesperson with license country
- Assign to Sales Brains (Playbooks)
Administrative employee (non-salesperson)
- Create user (active by default)
- Do NOT activate as salesperson
- Assign viewing/administration permissions
Salesperson changing to administrative role
- Deactivate as salesperson (frees license)
- Keep user active
- Assign administrative permissions
Employee departure
- Deactivate as salesperson first
- Deactivate user afterward
Panel View Based on Status
| Status | Default view |
|---|---|
| User only (active) | Administrator view |
| Active salesperson | Salesperson view |
Conclusion
User activation controls platform access, while salesperson activation enables the operational role and consumes a license. Use the correct activation based on the role each person needs in your organization.
Relevant Scenarios
- Sales team: Activate as user AND as salesperson
- Supervisors: Activate as user, optionally as salesperson if they also manage contacts
- Administrative staff: Only activate as user, without salesperson license
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