Supervisors are responsible for overseeing tickets, monitoring team performance, and handling escalations. Assigning supervisors ensures proper control and faster resolution of critical issues.
Before You Begin
- Make sure the user you want to assign is already added as an agent or team member
- Confirm they have the right permissions or role to act as a supervisor
Steps
- Log in to Synclo
Sign in and open your dashboard. - Go to Ticketing & Helpdesk
Access the helpdesk module from the sidebar. - Open Settings or Configuration
Navigate to where teams and roles are managed. - Click on Teams / Categories / Queues
Open the section where you want to assign a supervisor. - Select the Team or Category
Choose the team or category where supervision is required. - Locate the Supervisor Field
Look for an option labeled Supervisor, Manager, or similar. - Select the User
Choose the agent or user who should act as the supervisor. - Assign Permissions (if required)
Ensure the user has access to monitor, escalate, and manage tickets. - Review the assignment
Confirm the correct supervisor is selected for the right team or category. - Click Save Changes
Save the configuration.
What Happens Next
- The assigned supervisor can monitor tickets in that team or category
- They can handle escalations and critical issues
- They gain better visibility into team performance and workload
Quick Tips
- Assign supervisors to every active team for better control
- Choose experienced agents who can handle escalations
- Avoid assigning too many supervisors to the same team