For Supervisors
Working Across Companies

Working Across Companies

As a supervisor, the portal looks similar to what a customer sees, but with a wider field of view: every contractor company you supervise, all in one place.

Browsing companies

Click Companies (opens in a new tab) in the sidebar. The list shows every company in your portfolio, with columns for:

  • Company name
  • Trade(s) attached
  • Number of members
  • Status (active, inactive)
  • Last activity

Use the search box at the top to filter by name. You can also filter by trade. See Search & Filters for the full filter mechanics.

Opening a single company

Click a company row to open its detail page. From there you can:

The org/company selector on the Dashboard

The Dashboard has a dropdown at the top labeled "Select organization or company". As a supervisor, this lets you scope the entire Dashboard — call volume, forecasts, spike alerts — to a single company, an organization, or all of your portfolio.

Use it as a quick "switch context" for whichever customer you're focused on right now.

Editing company details

From the company detail page, click Edit. You can update:

  • Company name
  • Five9 campaign name (if you need to retie the company to a different Five9 queue — be careful, this affects which calls flow into the company)
  • Display preferences

Save your changes when done.

Deactivating (discarding) a company

If a company is no longer being serviced, click Discard from its detail or edit page. The company becomes inactive but its data — calls, recordings, members — is preserved.

You can Undiscard it later if needed. Permanent deletion isn't a normal supervisor action; ask an admin if it's truly necessary.

Cross-company comparisons

The Dashboard's date-range and day-window controls (7/30/60/90) work the same regardless of which company is selected. Use them to compare a single company's volume across periods, or to set the same window across multiple companies for apples-to-apples comparison.

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