COLLAB WITH KAT

A delegate in Microsoft Teams is someone who can make and receive Teams calls on your behalf. Delegation is usually used with Executive and Personal Assistants to help manage calls on behalf of their Manager or Executive.

 

To add a delegate, click on your profile picture on the top right of Teams and select manage account.

 

From there go to general and scroll down where you will see an option to manage delegates:

 

From here you will see a list of people who have added you as their delegate if any, and your delegates. Make sure you are on the your delegates option to add someone. You can search for the person you want to add and choose what they can do:

 

If you prefer, you can untick to just have your delegate make calls on your behalf, or you can allow them to just receive any calls that come through to you on Teams. Change call and delegate settings allows that user to customise these settings.

Once you are happy with your settings, select add and they will be added as your delegate. Don’t worry, you can always edit the settings later, or even remove that person at any time by clicking on the three dots next to their name:

Once you have added your delegate, if you have chosen to allow them to make calls, this is what it looks like in Teams:

The delegate can type in a number in the dial pad, and call as themselves or as you:

 

For more tips on Teams calling, check out my blog Create your own Call Group in Microsoft Teams.

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