Easily assign supervisors to teams within your Twilio Flex contact center. Supervisors assigned to teams automatically inherit the skills assigned to the team.

Account Owners, System Admins & Supervisors

Platform roles required to view and manage teams.

To assign supervisors to a team, navigate to the Manage Teams screen.

Navigate to Menu > Manage Teams

ManageTeams.png

Assign Supervisors to a Team

After selecting the team, you will be redirected to the team details screen.

  • Select the “Assigned Supervisors” tab.
  • Click the “+” icon in the top right section of the table.

Assign_Supervisors.png

  • Select the supervisors to be assigned to the team.
  • Click the drop-down menu in the “Select Supervisors” box to access available supervisors
    • Search or select the available supervisors to be assigned to the team

Note:  Account Owner and System Admin roles will be displayed within the list of available supervisors.

Select_Supervisors.pngSelected_Supervisors.png

Selected supervisors can be deselected before team assignments are made.  

  • Click the “Save Changes” button to assign supervisors to the team

All of the selected supervisors will appear in a list on the "Assigned Supervisors" tab. 

Assigned_Supervisors.png

Remove a Supervisor from a Team

To remove supervisors from a team, select the supervisor that should be removed and confirm that the supervisor should be removed.

  • Hover your cursor over the row with the supervisor that should be removed 
  • Click on the remove (trashcan) icon
  • Select “Yes” when the delete confirmation message appears

Remove_Supervisor_from_Team.png

Remove Supervisors from a Team (Bulk)

Multiple supervisors can be removed from a team at once.   

  • Select the checkbox next to the name of the supervisors to be removed 
  • Click the delete (trashcan) icon above the agent list header
  • Select “Yes” when the delete confirmation message appears

Additionally, you can select all of the supervisors on the page to be removed from the team at one time.

  • Select the checkbox in the header beside the "Name" label in the table header  
    • Every supervisor selected will be removed from the team
  • Click the delete (trashcan) icon above the supervisor list in the header
  • Select “Yes” when the delete confirmation message appears

Bulk_Remove_Supervisors_from_a_Team.png 

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