Teams (How To) Set a Delegate for your Phone

Microsoft Teams gives you the ability to add a delegate to answer or make calls on your behalf in Microsoft Teams.
 

To set a delegate for your phone:

  • Click on your person icon in the top right corner of your working screen. 
  • From the menu click the option for Settings
  • Under the option for General scroll to the bottom and select the button titled Managedelegates.
  • Here you will have two different options Peopleyousupport and Yourdelegates.
  • Click on the tab titled Yourdelegates
  • In the search bar, type the name of the person who you would like to add as a delegate and click on their name, or once their name is highlighted press enter. 
  • From here select your desired permissions for Things this delegate can do on your behalf by checking or unchecking the boxes. 
    • Make calls
    • Receive calls
    • Change call and delegate settings
  • Click Add
  • This person will now be set as your delegate and can do whatever you just gave them permission to do. 
  • Your new delegate will receive a chat message from you notifying them that you have set them as your delegate and outlining their permissions within your individual Teams phone system. 

To edit or remove a delegate's permissions:

  • Follow the steps above, but instead of typing someone's name in the search bar click the (more options) button next to your delegates name.
  • From here select the option to Edit permissions or Remove delegate.
    • If you choose to Edit permissions make your changes and press Save
If you are a delegate for someone else, you will see all the people you are a delegate for under People you support. From here you will have the following options based on how the person you support has you set up as their delegate:
  • View permissions - Allows you to view your permissions as this person's delegate. 
  • Change delegates - Allows you to add additional delegates for the person you support. 
  • Change call settings - Only available if the person you support gave you permission. 


Keywordsmicrosoft, teams, how, to, away, busy, available, manage, setting, settings, set, delegate, phone, system, forward, call, calls, team, support, behalf, change, add, permission, permissions, remove   Doc ID87982
OwnerHelp Desk K.GroupUW-Milwaukee Help Desk
Created2018-11-27 11:40:07Updated2023-06-05 13:45:01
SitesUW-Milwaukee Help Desk
Feedback  0   0