Configure supervision groups

Each supervision group includes one or several supervisors and the company members to supervise. Members can be supervisors or supervised members in several supervision groups.

Members must be granted a Voice Attendant Custom or Voice enterprise Custom license to be supervisor.

Supervisors with Voice Attendant Custom license can:

• Monitor the state of supervised members (presence and phone activity)
• Manage calls for supervised members (call pickup and call transfer)
• Manage the current personal routine of supervised members
• Forward the supervised members to their voice mailbox
• Cancel the call forwarding programmed by supervised members

Supervisors with Voice Enterprise Custom license can:

• Monitor the state of supervised members (presence and phone activity)
• Manage calls for supervised members (call pickup and call transfer)

Configuration operations of supervision groups are performed from the group supervision management window of the company: see: Accessing the supervision group management window.

From the group supervision management window, you can:

• Create one or several supervision groups for the company: see: Creating a supervision group
• Manage supervision group settings: see: Modifying a supervision group
• Delete supervision group: see: Deleting a supervision group

Accessing the supervision group management window

1. From the Rainbow application, click on Manage your company in the left panel.
2. In the MY COMPANY panel, click on the name of your company.
3. In the left panel, click on Communication.
4. In the right part of the window, click on the Supervision tab.

Creating a supervision group

1. From the supervision group management window, click on Create.
2. Enter the name of the supervision group, and a description, if needed.
3. Click on Create.
4. Add the supervisors one by one in the corresponding field: enter the first letters of their name or email address and select them in the list of matching entries.
   Note: Click Later to quit the page and create the group without any supervisor or supervised member. You will be able to add member later: Modifying a supervision group.
5. Click on Add.
6. Add the supervised members one by one in the corresponding field: enter the first letters of their name or email address and select them in the list of matching entries.
   Note: Click Later to quit the page and create the group without any supervised member. You will be able to add member later: Modifying a supervision group.
7. Click on Add.
   The supervision group is created and displayed in the group list.

Modifying a supervision group

1. From the supervision group management window, click on the target supervision group.
2. In the Information tab, modify its name, if needed.
3. To configure members, click on the corresponding tab (Supervisors or Supervisees), and perform any of the following:
   • To add members: enter the first letters of their name or email address in the corresponding field and select your choice in the list of matching entries.
   • To remove a member: move your mouse over the target member, click on , and select Remove member.
4. Click on Update.

Deleting a supervision group

1. From the supervision group management window, move your mouse over the target supervision group, click on , and select Remove group.
2. Click on Remove.
   The supervision group is deleted from the group list.