On the Professional plan, Admins can use Supervisor role limitations to control which teams and numbers each Supervisor can access. These permissions ensure that Live Monitoring data remains secure and relevant to each Supervisor's scope. This article explains how permissions affect what Supervisors can see in Live Monitoring.
Key principles
Admins have full access to all data across teams, numbers, and users. They configure Supervisor limitations directly from each user’s profile.
Supervisors can see only data related to the teams and numbers they are authorized to access.
Filter restrictions
Live Monitoring filters automatically adapt to each Supervisor’s permissions.
| Filter type | Available options |
|---|---|
| Numbers | Authorized numbers or Any value |
| Users | Users currently belonging to authorized teams or Any value |
| Teams | Authorized teams or Any value |
These restrictions apply across all sections of Live Monitoring.
Permissions on Top KPIs
KPI visibility adjusts based on the Supervisor's authorized scope.
| KPI group | Excludes data from |
|---|---|
| Unanswered calls, % unanswered, SLA, Calls waiting, Longest waiting | Unauthorized numbers |
| Total calls, Inbound calls, Answered calls, Outbound calls | Unauthorized numbers or teams |
| Available users, Users status | Users linked to unauthorized numbers or teams |
Permissions on the Calls tab
The Calls list automatically excludes:
Answered inbound calls associated with unauthorized teams or numbers
Outbound calls made by unauthorized teams or using unauthorized numbers
Permissions on the Users tab
The Users tab only displays users and metrics associated with authorized teams and numbers. If no filters are applied, the list behaves as if the Supervisor had selected all teams and numbers they are authorized to view.
For example:
- A Supervisor has access to the Support and Sales teams and the Italy and Spain numbers.
Without applying filters, Live Monitoring automatically shows only those teams, numbers, and related user activity.
Permissions on the Numbers tab
The Numbers list excludes any number not authorized for the Supervisor.
The following KPIs exclude calls related to unauthorized teams:
- Answered calls
- Outbound calls
- Time to answer
- Inbound calls
Specific cases
Change of permissions
When a Supervisor’s permissions are updated, their data access immediately adjusts to reflect only their newly authorized teams and numbers.
Change of teams
Calls are always attributed to the team a user belonged to at the time of the call.
Tip: Historical data stays with the team the user was part of when the call occurred.
Examples
Monitoring calls in the Support team
Maria, a Support Agent, answered a call on the Support Number. Later, the Support Supervisor viewed Live Monitoring for the Support team and the Last 24 hours range.
Displayed data:
- KPI panel: 1 total call and 1 inbound call answered
- Call list: 1 call associated with Maria
- Users list: Maria and Daniel, with Maria having 1 answered call and 1 picked-up call
- Numbers list: Support Number with 1 answered inbound call
Agent transfer to the Sales team
Afterward, Maria was moved to the Sales team. The Support Supervisor still viewed Live Monitoring for the Support team and the Last 24 hours range.
Displayed data remained unchanged:
- KPI panel: 1 total call and 1 inbound call answered
- Call list: 1 call associated with Maria
- Users list: only Daniel, with no call metrics
- Numbers list: Support Number with 1 answered inbound call
Since Maria was part of the Support team when the call occurred, her activity remains in that team’s report.
New activity after transfer
Now in the Sales team, Maria answered a call on the Sales Number. The Sales Supervisor viewed Live Monitoring for the Sales team and the Last 24 hours range.
Displayed data:
- KPI panel: 1 total call and 1 inbound call answered
- Call list: 1 call associated with Maria
- Users list: Maria and Leticia, with Maria having 1 answered and 1 picked-up call
- Numbers list: Sales Number with 1 answered inbound call