Built for Teams: NEW Supervisor Roles and Smart Admin Tools in PhoneBurner

A powerful dialer helps you connect to prospects. But to run a high-performing team, you need visibility, structure, and control.

That’s why we’re excited to introduce Supervisor Roles, a new way to:

• Delegate oversight
• Customize permissions
• Manage your team efficiently

This release is one of many ways we’re helping admins and team leaders do more—faster, and with greater flexibility.

In this post, we’ll walk you through what’s new, how to set it up, and highlight other features that make PhoneBurner a true team-first dialer platform.

What’s New: Supervisor Roles

Sales teams take on all kinds of shapes: pods, departments, roles, regions, and so on.

Whether you have a single admin or multiple leaders managing different parts of the team, you need the ability to give the right people the right level of access. This is normally based on two things: who they manage, and what they’re responsible for.

Supervisor Roles make that easy.

As a primary account admin, you can now assign any User as a Supervisor, giving them visibility and access to just the reps and tools they need. You can also grant them customizable admin privileges that match their role.

Use Supervisor Roles to:

• Assign oversight by group (openers, closers, regions, etc.)
• Control access to reports, dashboards, contact search, and more
• Empower team leads, trainers, or QA managers to support and monitor reps directly

The extra flexibility Supervisor Roles provide helps you adapt your tools to fit your team, instead of forcing your team to adapt to tools that aren’t designed for them.

Assign Oversight With Groups

Supervisor Roles work hand-in-hand with Groups: a simple, flexible way to organize your team into segments that make it easy to assign the right oversight to the right people.

As an admin, you can assign a Supervisor to:

• All Users: granting visibility across the entire team
• Specific Groups: giving them access only to select reps (e.g. openers, closers, east coast, west coast)

Groups are fully customizable, so it’s easy to mirror your team’s real-world structure. Once assigned, Supervisors can only see and support the reps in their group(s), with exactly the permissions you grant them.

Customize Supervisor Access

Once you’ve assigned a Supervisor to a group, you decide what they can see and do inside PhoneBurner.

Each permission is toggled individually. This lets you tailor access based on the Supervisor’s role, whether they’re a team lead, trainer, QA manager, or something else.

Available permissions include:

Live Dashboard

Give Supervisors real-time visibility into team activity, including live call monitoring and the option to whisper or barge in to coach reps on the spot.

Login-as Access

Allow Supervisors to log in as users in their group for training, troubleshooting, or coaching—without needing credentials or disrupting workflows.

Reports

Grant access to standard PhoneBurner reports, like dial session history, SMS usage, disposition summaries, and more. (Note: custom report support is coming)

Contact Search

Enable Supervisors to search across user accounts in their group. This makes it easy to locate, transfer, or export contacts when needed.

These controls are fully modular. Give your Supervisors the tools they need, and nothing they don’t.

How to Set Up Supervisor Roles

Getting started is quick, and it all starts in Team Settings.

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1. Access Your Team Settings

• Click the My Team page gear icon
• Or, Click your initials/avatar → Settings → Team

This brings you to the Users page where you manage users and permissions.

2. Create Your Groups

Click Groups on the left-hand side and hit Add Group. Name your group and select the Users to include.

For example:

• An Openers group with Shine, Sara, Gary, and Jonny
• A Closers group with Liz and Tina

You can edit or delete Groups at any time.

3. Assign Supervisors

Return to the Users list and choose a team member you'd like to designate.

• Click Edit, then toggle on Manage Groups to make them a Supervisor
• Assign them to a Group (e.g. Openers), or leave them on All Users for full-team oversight
• Select which permissions they should have:
  
  • Live Dashboard
  • Login as Users
  • Manage Reports
  • Search Contacts

Changes autosave—no need to click a Save button.

You can repeat this process for multiple Supervisors and Groups, with custom access for each.

Want a full walkthrough?

More Smart Dialer Features for Teams

Supervisor Roles are just one part of how PhoneBurner helps teams stay aligned and efficient.

From setup to coaching to reporting, PhoneBurner gives admins and managers the tools to support reps, maintain structure, and drive smarter workflows. It’s a power dialing platform designed to scale with your business, whether you're managing two people or two hundred.

Here’s a quick look at other features built in to make team management easier:

Admin Controls

Set your team up right from day one. Manage reps, roles, and content from a single dashboard and make changes as your team evolves.

• Free non-dialing admin seat
• Contact ownership controls
• Shared templates and settings
• Add/remove seats with ease

Live Monitoring & Coaching

Admins need to look beyond the numbers and understand exactly how their reps perform on live calls. Supervisors can monitor sessions in real time, or step in with live coaching when needed.

• Live agent dashboard
• Silent call monitoring
• Whisper and barge-in coaching
• Real-time leaderboards
• Virtual salesfloor integration

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Call Review with AI

Want to revisit conversations with speed and insight? We’ve got you covered. From QA to compliance to rep development, PhoneBurner makes reviewing calls as easy as possible.

• Call recordings
• AI-generated call summaries
• Full call transcripts
• Talk-to-listen ratio tracking

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Lead Optimization

Good leads are hard to come by. That’s why smart teams work to make sure every lead lands in the right hands and gets followed up with the right strategy. Distribute, prioritize, and follow up with precision, without manual guesswork.

• Automatic lead distribution
• Smart list filtering
• Multi-step call sequences
• Email and click tracking

Learn More: How to Streamline Lead Follow-Up with PhoneBurner

Number Management

In today’s era of “scam/spam likely” labelling and call blocking, number strategy is among the most important considerations for phone-focused sales teams. PhoneBurner helps teams acquire, assign, and protect numbers with tools that support both performance and compliance.

• Number purchasing and assignment
• Award-winning ARMOR^® call protection
• Inbound routing and call handling
• Premium Tier 1 telecom network
• Responsible Communications^® framework

Learn More: How to Build a Trusted Number & Avoid Potential Spam Call Labels

Analytics

Good data drives smarter decisions. From activity breakdowns to lead source performance, PhoneBurner delivers the visibility leaders need to make better decisions.

• Live and historical reports
• Talk time, connections, and call outcomes
• Lead source performance
• Best time to call insights

Learn More: PhoneBurner Analytics

Support Your Team’s Growth with PhoneBurner

Sales leaders deserve tools that reflect the way modern teams actually work—organized, dynamic, and built for scale. Supervisor Roles bring flexible oversight to the table, while PhoneBurner’s full suite of admin controls, coaching tools, and analytics help you lead with clarity and confidence.

Explore more of our dialer’s team features and see what it can do for you.

Start your free trial today.