Call delegating is the process of giving others users or phone numbers the permission to make and receive calls and messages on behalf of someone else.

Good to know

  • Compared to Managers and Assistants where the (editing) of routing information is in focus, call Delegation is the best solution in situations where phone calls must be answered every time.
  • Delegation routes incoming calls to multiple phones and can give access to voice mail and missed call messages.

The "Delegates" page allows RA-enabled users to configure his own list of delegates. 

Delegates page

(tick) Precondition: The page is available only to PA-users ("Enable user for PA" option enabled) and is presented as two tables:

  • A first table contains a list of delegates that are added manually in SfB client or upon clicking "Add Delegate" button. → See "Add Delegate" chapter below 
  • The "Assistants" table contains a list of assistants that were set on Managers and Assistants page. 
    (lightbulb) Upon clicking "Manage Assistants" button you are redirected to this page.

Add Delegate

Any delegate can be added manually from either an existing or non-existing in Active Directory:

  1. Within the Delegates Window, click on "Add Delegate"

  2. Start searching via typing a SIP, or First\Last Name, or SAM of user

    1. When the user is found in Active Directory, information will be displayed:

      Add delegate user search

  3. When no user is found you may enter a delegate SIP in the following format:

    <sip:username@domain name>
    YML
  • All entries on the "Delegates" page are displayed as a tooltip of "Simultaneous Ring" and "Forwarding settings" on the Routing Assistant page.
  • If delegates are selected for either for "Simultaneous Ring" and "Forwarding settings" on the Routing Assistant page a the warning message is displayed during the last delegate removal.
  • You are not allowed to add yourself as a delegate, a warning will be shown instead.