Add Owner to Department for monitoring but hide Owner's calls from Manager

[ebrowne_sts]

We have a customer who requested the creation of a separate department for a few users, one of whom is designated as a Manager (Supervisor role in U7 is still in Alpha). The department has been successfully created and is functioning as intended. The Manager can view calls, reports, and recordings only for users within that department.

However, the customer—who currently holds Owner-level permissions (not System Owner, as we manage the system)—can no longer see the extensions within the new department. To resolve this, we added the customer to the department so they could access the relevant metrics.

This introduced a new issue: the Manager is now able to view the customer's statistics, which the customer does not want. I've tried adding the customer to the department and unselecting "Show My Calls" under their extension for that department but it still shows the customers calls and recording when the Manager runs reports. We're looking for a way to allow the customer to see departmental metrics without exposing their stats to the Manager or making them a System Owner.

 

[KyriacosS_3CX]

Hi,

If you have tested the Supervisor role and it covers your needs, U7 is at Release Candidate 2 stage now. The PBX shows the Alpha as option since until it reaches Final stage you need to upgrade through the various releases one-by-one to get the latest.

The Final Release date is not set yet, but it's nearing.

Best,
KS

 

[ebrowne_sts]

Hi,

If you have tested the Supervisor role and it covers your needs, U7 is at Release Candidate 2 stage now. The PBX shows the Alpha as option since until it reaches Final stage you need to upgrade through the various releases one-by-one to get the latest.

The Final Release date is not set yet, but it's nearing.

Best,
KS

Thanks for the reply. I've begun testing U7, but our test instance hasn't yet been updated to the latest U7. I will try to get it to RC2 and test the supervisor role.

 

[ebrowne_sts]

Supervisor Role didn't work, the supervisor can still see the Owner's calls and recordings on reports, even with "Show my calls" disabled for the Owner's extension for that department. I will create a (virtual) extension specifically for this and attach it to an outbound rule that doesn't go anywhere so it can't be used for external calls.