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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. 

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OwnerHelp Desk K.GroupUW-Milwaukee Help Desk
Created2018-11-27 11:40:07Updated2023-06-05 13:45:01
SitesUW-Milwaukee Help Desk
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