Quick Start Guide
This guide covers the recommended process order for getting started as a new customer on Call Manager.
Step 1. Accept the invitation to the portal
You should receive an invitation to join the Call Manager portal for your company. The email will arrive from a do-not-reply address. If you've not received it check your spam filter or similar, if no email can be found contact your provider to send out another. They will also be able to send you an invitation URL direct, bypassing the email step.
Step 2. Complete First Setup as Administrator
To allow Call Manager to read your Teams phone configuration and make changes an administrator for your tenant will need to complete the Admin Setup. This is as simple as clicking the Setup button and accepting the three pop-up prompts.
If the invitation in Step 1 did not go to a user with suitable administrator permissions you will need to invite an appropriate user. The user with existing access can generate invitations from the Setup screen, either sending emails or generating URLs that can be shared for access.
Admin Setup is complete once you can navigate to the portal and see the Dashboard screen.
Step 3. Add Emergency Locations
Emergency locations ensure that precise dispatchable location information is provided for Teams users making emergency calls. It is often best to setup these up first, so they are read to be used at the point of assigning numbers to users. See our Create Emergency Locations guide for more information.
Step 4. Create Groups
Ahead of setting up your call flows it is useful to consider what groups of users you wish to target to receive calls. e.g. a group for Sales or Support. This may be split further for your organization, e.g. a Tier 1 Support group, then a separate Tier 2 Support Group.
Groups in Call Manager use the same Group options from Microsoft 365, so if you already have appropriate groups of users in your tenant you can skip this step.
See our guide on Creating Groups for more information.
Step 5. Configure Users
Step 6. Setup Wizard Call Flows
This is where your various phone numbers can be configured. A wizard call flow is a combination of one or more Auto Attendants and zero or more Call Queues. The platform will make all the required objects for you as you complete the wizard. See our guide here.
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