Delegate Access

Summary

Set Delegate Access and use it for Teams Calls

Applies To

Those on Teams Calling that need to answer calls for someone else

Instructions

  • Request Delegate Access: Work with your supervisor to have you assigned as a delegate in Teams. This allows you to make and receive calls on their behalf.

    • They can do this in Teams by going to ... > Settings > Calls> Manage Delegates, and Add the name of the delegate.

    • Imaged of the Manage Delegates section in Team's Calls settings

    • The delegate will receive a notification that they have been added

    • You can change what the delegate can do on your behalf such as: 

    • Call delegate options
    • Make calls

    • Receive calls

    • Change call and delegate settings

    • Pick up held calls (Calls on hold)

    • Join active calls

  • Set Up Call Forwarding: Once added as a delegate, customize call answer rules in Teams to forward calls to you if your supervisor isn't available:

    • Open Settings in Teams.
    • Navigate to Calls > Call handling and forwarding.
    • Under the "When you can't answer a call" section, set the option to forward calls to you or to another specified number after a chosen number of rings.
    • Image of the "call handling and forwarding" section, displaying the "When you can't answer a call" and "Ring for this many seconds before redirecting"

  • Customizing Notifications and Call Controls: As a delegate, you’ll receive notifications for calls made to your supervisor.

    • Customize your notifications in Settings > Notifications to ensure you’re alerted to any incoming calls promptly.

  • Practice Call Handling: To ensure a smooth experience, practice handling calls on behalf of your supervisor. You might set up a test call to confirm the forwarding settings and familiarize yourself with managing calls in this role.

Additional Assistance

Need a little more help? Submit a ticket, start a chat in the lower-right corner, or click Contact Us for more options.

Print Article