Supervisors

The Supervisor role is a read-only monitoring role for team leads and floor managers. A Supervisor is explicitly assigned one or more users and/or ring groups, and can only see data for those assigned resources.

Purpose

Use the Supervisor role to:

• Give a team lead visibility into their team's live and historical calls
• Restrict that visibility to only the users and ring groups they manage
• Enable live call coaching (spy, whisper, barge) for supervised calls
• Keep configuration, exports, and user management out of their reach

The Supervisor Role

supervisor is a distinct role, parallel to reporter, in the OPBX role hierarchy. Unlike a Reporter (who can see all organization data read-only), a Supervisor sees only the users and ring groups assigned to them.

Capability	Supervisor
View Dashboard (scoped)	Yes
View Live Calls (assigned only)	Yes
View Call Logs (assigned only)	Yes
Coach live calls (spy/whisper/barge)	Yes, for assigned calls
Disconnect an individual call	Yes
Use the Web Phone	Yes
Manage users, extensions, ring groups	No
Export call logs or CDRs	No
Disconnect All / Clear Stale	No
Configure routing, settings, campaigns	No

Scope enforcement

Every supervisor-scoped endpoint enforces both tenant isolation (organization scope) and assignment scope. A Supervisor requesting data outside their assigned users/ring groups receives an empty result or a 403.

What a Supervisor Sees

The SupervisorFilterService builds the set of identifiers a Supervisor is allowed to see. This set contains:

• Assigned user IDs
• Assigned users' extension numbers
• Assigned ring group IDs
• Assigned ring groups' extension numbers

Live calls are filtered where the call caller_id or destination matches any identifier in the set. Call logs (CDRs) are filtered on from or to.

Permissions

Action	Owner	PBX Admin	Supervisor	PBX User	Reporter
Create a Supervisor user	Yes	Yes	No	No	No
Assign users/ring groups	Yes	Yes	No	No	No
View own assignments	—	—	Read-only	No	No

Only Owners and PBX Admins can create Supervisor users and manage their assignments.

UI Workflow

Create a Supervisor

1. Navigate to Supervisors in the sidebar (visible to Owner and PBX Admin)
2. Click Create Supervisor
3. Enter the user's name, email, and password — the role is pre-filled as Supervisor
4. Save

You can also change any existing user's role to Supervisor from the Users page.

Assign Users and Ring Groups

1. On the Supervisors page, click a supervisor's row (or the status badge)
2. In the Assignment dialog, use the two side-by-side multi-select boxes:
   • Left — PBX Users this supervisor may monitor (Ctrl/Cmd or Shift to multi-select)
   • Right — ring groups this supervisor may monitor
3. Click Save Assignments

Saving replaces the supervisor's assignments with the current selection.

Assignment rules

• Only users with the PBX User role can be supervised.
• A Supervisor cannot be assigned to themselves or to another Supervisor.
• All assigned users and ring groups must belong to the same organization.

Coaching Supervised Calls

Supervisors (and Owners) can coach live calls directly from the Live Calls page using the Web Phone. Supervisors may only coach calls within their assigned scope. See Live Calls → Call Coaching for the spy/whisper/barge workflow.

Real-Time Behavior

Supervisors are not subscribed to the organization-wide WebSocket channel (to prevent leakage of events for unassigned resources). Instead, the Live Calls page falls back to HTTP polling for supervisors.

Related API Endpoints

Method	Endpoint	Purpose
GET	/v1/supervisors/{user}/assignments	Fetch a supervisor's assignments
PUT	/v1/supervisors/{user}/assignments	Replace a supervisor's assignments
GET	/v1/dashboard/supervisor	Supervisor-scoped dashboard
GET	/v1/session-updates/active?supervisor=true	Live calls (assigned only)
GET	/v1/call-detail-records?supervisor=true	Call logs (assigned only)
POST	/v1/session-updates/{sessionId}/coach-target	Resolve a coaching dial target

See the OPBX REST API reference for full schemas.

Key Data Fields

supervisor_user_assignments

Column	Notes
supervisor_id	FK to the supervisor user
user_id	FK to the supervised user
organization_id	Tenant scope

supervisor_ring_group_assignments

Column	Notes
supervisor_id	FK to the supervisor user
ring_group_id	FK to the supervised ring group
organization_id	Tenant scope

The users.role enum includes the supervisor value.

Related Modules

• User Management — Create and manage users and roles
• Live Calls — Monitor and coach active calls
• Call Logs — Historical call records
• Web Phone — In-browser softphone used for coaching