Microsoft Teams, VITA Program, Signing in to VITA phone accounts

Student teams who participate in the Volunteer Income Tax Assistance Program (VITA) through Gies Accountancy will be issued anonymized phone numbers for contacting taxpayers. This guide demonstrates how to sign in to a role-based VITA account from Microsoft Teams (desktop and mobile), check Recent Calls and Voicemail, and make calls out.

Microsoft Teams for Mobile Phones (iOS or Android)

On the mobile device, make sure the Microsoft Teams app is installed from the app store

Optional: If you already have Teams set up with your university account, go to Settings, scroll down, and select "Add Account"

Sign in to the role-based account and password provided by your Team Lead. Ex.

In the lower-right corner, tap "More" then "Calls"

In the Calls screen, tap "Recent" to see recent and missed calls

Tap any individual Recent call to bring up callback options

To check Voicemail, tape the Cassette Tape icon, top-right

Tap a message and select the Play icon to listen to the message. Tap the Phone icon to call the taxpayer back.

To switch back to your own Teams account and NOT continue to receive VITA calls, tap "Settings" and scroll down, then tap "Sign out"

Microsoft Teams for Desktop in Google Chrome or Edge Browser

In Google Chrome or Microsoft Edge Browser, navigate to

When prompted, choose "Use the web app instead"

Sign in to the role-based account and password provided by your Team Lead. Ex.

On the left side, select "Calls"

Use the Dial Pad to make calls. This account's phone number is listed below the Dial Pad.

To check voicemail, select the "Voicemail" button on the right side of the window

Select a Voicemail from the list and use the "Play" button to listen to the message. Select the "Call" button to call the taxpayer back.

To sign out, select the user icon, top-right, and choose "Sign out"

Usage tips:

Coordinate with your team on usage, i.e. when dialing out. Only one person at a time may use the account to make and receive calls.

The team lead will be responsible for managing voicemails and assigning callbacks.

KeywordsVITA, phone, teams, "MS Teams", login, RBA, volunteer, tax, calls, voicemail, "voice mail"   Doc ID135113
OwnerAllison P.GroupUI Gies College of Business
Created2024-01-29 17:30:37Updated2024-01-30 18:46:15
SitesUI Gies College of Business
Feedback  0   0