Teams Calling: How to Set Delegate Access and Answer Delegated Calls

Step-by-step outline for setting up delegated calls and customizing call answer rules in Microsoft Teams Calling.

How To:

• Set Delegate Access and use it for Teams Calls

Applies To:

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

Steps:

• 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.

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

• 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 answering rules.
  • Under the "If unanswered" section, set the option to forward calls to you or to another specified number after a chosen number of rings.

• 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.