Setup A Tenant for Call Manager

Setup A Tenant for Call Manager

Step 1: Global Administrator Accepts Portal Invite

The email address configured at Service creation time will receive an invitation to the service. This will be branded as per the Partner's brand. The user should click the Accept Invitation link and when prompted login with their Microsoft account for the appropriate Customer tenant.



Note that the email address used to receive the invitation is not tied to the link to create a portal user. e.g. you can email user1@aliascompany but then when prompted to accept the invite login as user2@realcompany

Step 2: Complete 'Setup Now' Steps

The user will now be logged in to the Call Manager portal. Before they can start using the product they must grant the app appropriate permissions. To do this select the 'Setup Now' button. This will give several prompts where the user needs to allow the Microsoft app permissions to continue. Accepting the prompts is what allows Call Manager repeated access to manage their Teams Voice configuration. An administrator can revoke this in the future via the usual Microsoft apps management.


Permission Prompts

The following three screenshots show the permissions that are required for use by the Call Manager service.

1. Automation Service:



2. Automation Service - MS Graph Setup Time Only:


3. Automation Service - Teams API Setup Time Only:




    • Related Articles

    • Call Flow Setup Wizard Overview

      Call Manager provides an interactive wizard to make setting up a phone number in Teams a quick and easy process. The wizard is accessible from the left side menu under 'Setup Wizard'. The four steps: Pre-Flight Checks Numbers Office Hours Call ...
    • Manage Teams Call Queues

      Call Manager provides the capability to add/edit/delete Microsoft Call Queues directly from the portal. This can be useful for advanced call flows, or for cases where the tenant already had Call Queues configured prior to Call Manager availability. ...
    • What's new in Call Manager

      October 2025 Improved Tenant Overview The dashboard tenant overview stats now includes a more accurate set of used/available counts for licenses and users. Read more about these figures on our Dashboard Overview page. Blocked Number Support Call ...
    • Call Logs

      Viewing Call Logs Call Logs are available via the left side menu. By default this lists all PSTN calls to your tenant in the last 7 days. This includes Microsoft Calling Plan, Operator Connect and Direct Routing calls. It is possible to view up to ...
    • Introduction to the Dashboard

      The dashboard in Call Manager gives a high-level overview of the status of your Teams Phone System. It provides a quick view of: Wizard Call Flows Microsoft Licensing Microsoft User Count Phone Numbers Recent Phone Calls Wizard Call Flows The top ...