• Introduction
  • Using the "new" Teams (recommended)
  • Using the "old" Teams app

Introduction

Microsoft Teams has a feature called "delegate" that allows you to route your calls to someone else.  When combined with a call group, this allows you, as a delegate for a role-based account, to control who gets phone calls and how they're handled.  

Instructions are below for both "old" Teams and "new" Teams (a new version of Teams is being rolled out, but it takes a while for people to migrate to it). You can always ask us to update this as well, but many people prefer "self-service" when possible, so we do our best to accommodate.  NOTE: in the instructions below, we're using the SCS Facilities phone (scs-facmanager) as an example.  

To update who gets phone calls, order of ringing, etc., do the following:

Using the "new" Teams (recommended)

• Click on the 3 dots (upper right corner) next to either your picture or your initials, and select Settings
  
  
• On the left side, click on the Calls section
  
  
• At the top of the screen, select "scs-facmanager"
  
  
• Click on the Edit button under "Manage call group" (note: this shows "Ring everyone at once" (circled in green), but when you manage the call group, it shows the setting correctly. I'm not sure why, but I've reported this as a bug to Microsoft).

• The "Manage scs-facmanager's call group" screen will appear where you can:
  • Add someone by typing either their name or NetID in the "Type a name" box.
  • Remove someone by clicking on the "trash can" icon next to their name (red arrow)
  • Re-order the group by clicking on the 6 dots next to the left of someone's name, and dragging them up or down (blue arrow)
  • Change if the entire group is called at the same time or if people are called in order (circled in green)

Using the "old" Teams app

• Click on the 3 dots (upper right corner) next to either your picture or your initials, and select Settings
  
  
• In the "General" section (where you are by default), scroll down to the "Delegation" section and click on Manage delegates
• You should see "scs-facmanager" under "People you support"
  
  
• Hover your mouse over "scs-facmanager" - it will be highlighted, and you'll see 3 dots appear on the right side of the screen

• Click on the 3 dots, then on Change Call Settings
  
  
• Click on the pencil next to the "Call Group: 2 members"

• A "Call Group" screen will appear where you can:
• Add someone by typing either their name or NetID in the "Search" box.
• Remove someone by hovering over their name with your mouse, then clicking on the "X" that appears next to them
• Change if the entire group is called at the same time or if people are called in order

• When you're done, be sure to click Save