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.

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

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

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  • 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.
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• 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

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