How do I assign someone to be my call delegate and what settings do I have as a delegate?
Assign a Call Delegate
Assign delegate permissions to another person to enable them to make and receive calls on your behalf.
Permissions can also be assigned to allow a delegate to change your call and delegate settings. Access Settings from the three-dot more options menu located next to the profile icon.
From the General tab, click Manage delegates. Click Your delegates to begin the process to add a new delegate.
Search by name to select your delegate.
Confirm the permissions they should have and click Add.
Note: If granting permission to Receive calls, call answering rules will automatically be updated to forward all calls to delegates.
Perform Delegate Duties
Once you have been granted delegate permissions, the person who has assigned you as a delegate will appear under People you support. Hover over their name to view your permissions, which may include access to change their delegates and/or their call settings.
Follow the steps above to add a new delegate for the person you are supporting.
Please Note: You cannot remove yourself as their delegate. However, you can add and remove others from your work directory as a new delegate.
Managing call settings for another person follows the same process for managing your own call answering rules.
Assign a Call Delegate
Assign delegate permissions to another person to enable them to make and receive calls on your behalf.
Permissions can also be assigned to allow a delegate to change your call and delegate settings. Access Settings from the three-dot more options menu located next to the profile icon.
From the Calls tab, click Add a delegate to begin the process to add a new delegate.
Search by name to select your delegate.
Confirm the permissions they should have. The settings will automatically save and the delegate will receive notifications in a direct chat message from you.
Perform Delegate Duties
Once you have been granted delegate permissions, the person who has assigned you as a delegate will appear under People you support. Hover over their name to view your permissions, which may include access to change their delegates and/or their call settings.
Follow the steps above to add a new delegate for the person you are supporting.
Please Note: You cannot remove yourself as their delegate. However, you can add and remove others from your work directory as a new delegate.
Managing call settings for another person follows the same process for managing your own call answering rules.