⚠️ Supervisor Role Limitations are currently in beta and will be rolled out soon.
Aircall's Supervisor role is designed for users needing to supervise and report on teams' performance. With Supervisor Limitations and an Aircall Professional Plan, users assigned the Supervisor role can be restricted to only viewing data for the teams and numbers relevant to them.
User Creation
When creating a new user, the Supervisor role option will additionally have an area to assign specific teams:
Here, the Supervisor can be assigned to All teams, Specific teams, All numbers, or Specific numbers. After a selection has been made, the Supervisor will only be able to see data from the teams and numbers assigned to them:
Examples:
- If a Supervisor is assigned only to the Sales Team Global team, and all numbers, they will be able to view data from any calls/conversations to/from the Sales Team Global team, but not any data from calls/conversations to/from other teams.
- If a Supervisor is assigned only to the Sales Team Global team, and only to the AR Sales Global number, they will be able to view data from any calls/conversations to/from the Sales Team Global team when that team used the AR Sales Global number. They will not be able to view any data from other teams or when the Sales Team Global team uses a different number.
User Management
To update a Supervisor's Assigned teams and Assigned numbers, select them from the list in the Users page to open their profile. Then you can update as needed in the Roles & Permissions section of the General tab:
Supervisor Role Limitations and Analytics
Based on the Assigned teams and Assigned numbers for each Supervisor, their access to certain data on number and teams they are not assigned to in Analytics, Live Monitoring, and Conversation Center will be restricted. For more information on this, please visit:
- Understanding Permissions in Analytics
- Understanding Permissions in Live Monitoring
- Understanding Permissions in Conversation Center
Additionally, supervisors with restricted access to some teams or numbers won't be able to access Activity Feed.