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CallTower Solutions Center

MS Teams - Setting Up Delegates

Goal:

Provide instruction on how to share a phone line with a delegate

 

You can pick someone in Teams to be your delegate—to receive and make calls on your behalf. When you add a delegate, you’re essentially sharing your phone line with them, so they can see and share all of your calls.

Add a delegate

  1. Go to your profile picture at the top of the app, then click Settings > General.

    Profile pic menu
  2. Under Delegation, click Manage delegates.

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    Note: If you don't see any options for delegation in your settings, that's because you don't have an Enterprise Voice license.

  3. Click Your delegates and type the person's name in the Add a delegate box.

  4. Check the Make calls,  Receive calls or Change call and delegate settings  boxes for your delegate, and then click Save.

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  5. Your delegate receives a notification letting them know about their new status.

    Delegate chat

Now the person appears in your delegates list, which will be a default selection in your call forwarding and simultaneous ring options.

  • Go to Settings > Calls. Under Forward my calls, you'll see My delegates as the default Forward tooption.

  • Go to Settings > Calls again. Under Calls ring me, you'll see My delegates as an option in the Also ringmenu.

    Notes: 

    • Delegates can see when you’re on a call and who it’s with.

    • Any calls made or received by you or on your behalf can be put on hold or resumed by you or your delegates.

Make a call as a delegate

Once you've been added as a delegate, you can make calls on behalf of someone else.

  1. Go to or start a one-on-one chat with the person you want to call, or dial a number on your dial pad.

  2. Click Call.

    A delegate selects who they want to place a call as: themself, Babak Shammas, Hilary Reyes, or Reta Taylor

Note: Delegators can see the calls you make and receive on their behalf.

Delegator's view of delegate's calls

For more information, click on the link below:

Share a phone line with a delegate

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