This unit explains how to manage your users in Fastcall. By the end of it, you will be able to add and remove them.
Users Panel
Navigate to Fastcall Settings > Admin Settings > Users Panel. The Users Panel lets you see all your Fastcall users. You can click on one of them to edit their details.
Adding a user
After your subscription is purchased, you add your user in the Fastcall User Panel. Click the “+ New” button in the top right of the Users Panel. This will list your Salesforce users; select which will be Fastcall users. Fastcall adds an application license, permission set, and Salesforce Call Center File. You will find each of these on the Salesforce User record. If you need to purchase additional licenses, you do so on the Fastcall Subscription settings.
Removing a user
Click on any Fastcall user in the User Panel to access their User Settings page. Under the ‘User Settings’ section, you can ‘Release User’. Once released the application licenses can be assigned to another user. Here is more information on releasing a Fastcall user.
Several Fastcall features and settings (for example, phone numbers, group memberships or recorded messages) will prevent you from releasing a user until they are cleared. Fastcall will prompt you to remove them at this point.
Mass editing users
If you select multiple users with the checkboxes in the Users Panel, you can use the ‘Mass Edit’ button in the top right to change multiple settings simultaneously.
By default, Fastcall allows users to manage their own settings. You may want all users to have consistent settings. Settings available for bulk editing include:
Inbound Routing
- How should this change be applied?
- Replace existing routing
- Only add routing where missing
- Which calls should use this call receiver?
- Calls to the user’s assigned phone number
- Calls distributed through ACD
- Both of the above
- Call receiver
- Ring time
Regional Settings
- Country Code
Widget Settings
- User Status
- Let system choose caller ID
Call Recording Settings
- Enable inbound call recording
- Enable outbound call recording
Missed Calls Settings
- Route to Voicemail
- Route to IVR
Fastcall Groups
Fastcall Groups are created under your admin settings. Click the plus (+) icon in the upper-right corner of the table header to create a new group and start adding users. Fastcall Groups are used in several ways:
- Phones assigned to a group are available to all users in the group; provisioned and verified phones
- Fastcall groups receive calls in a transfer IVR
- Auto call distribution settings (ACD) can be defined for the group
- Users in a group can share recordings used for voicemail drop
- Groups can be assigned an extension
Last updated: Fastcall v9.2.6, 2026-04-07