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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. Open the menu in Microsoft Teams by selecting ...Settings. Then select the Calls tab. 

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  2. Under the Calls tab browse to the "Manage Delegates" option and select it

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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. Type the person's name in the Add a delegate box.

  4. With the desired individual selected check the desired actions

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

Now the person appears in your delegates list. They will also receive a notification letting them know you have added them as a delegate. You can review your delegates and the selected actions by going to the Manage Delegates section. 

  • 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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