Set-up a Delegate in Lync - University of Houston
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Set-up a Delegate in Lync

A delegate is a person with permission to make and receive calls and messages on behalf of another. Anyone can have a delegate including department phones. If a phone must be answered at all times, delegation provides a solution.

You must use Lync 2010 or Lync/Skype for Business - Windows to set-up a delegate.
It is not possible using Lync 2011 for Mac.
To set-up delegate access in Lync:
  1. Open Lync.
  2. Sign-in to Lync as the person who wants to give delegate permission.
  3. Click the Options button.
  4. In the Options dialog box that appears, click Call Forwarding in the list on the left side.
  5. Select Simultaneously Ring.
  6. Click the drop-down menu next to Simultaneously Ring and select My Delegates.
Options Dialog Box
  1. In the Delegates dialog box that appears, click Add. Each desired delegate must be a Lync contact.
Select a Contact
  1. Select the desired contact from the Choose a Delegate dialog box.
  2. Click Ok.
  3. Click Ok in the Delegates dialog box.
  4. Click Ok in the Options dialog box.
With Simultaneously Ring on and My Delegates selected, all incoming calls ring in multiple places. Delegates can see which number an incoming call is ringing and choose whether or not to answer it. If no one answers a delegated number, the call will forward to the voice mail of the person delegating.
Start a Conference Call on Behalf of Another
  1. Open Lync.
  2. Using your mouse, highlight the names of the contacts you want to invite by simultaneously holding down the CTRL key on your keyboard while you click the names.
  3. Right-click the selection and select Start a Conference Call -> For [person's name] -> Lync Call.
Start a Conference Call
To end a conference call, close the Group Conversation window.
Start an Unscheduled Meeting on Behalf of Another
To start an unscheduled meeting on behalf of another person:
  1. Open Lync.
  2. Click Meet Now on the menu bar and select For [person's name], or click the arrow next to the Options button and select Meet Now -> For [person's name].
Meet Now
  1. In the Group Conversation window that appears, click Invite More People. A list of your contacts appears in the Invite by Name or Phone Number dialog box.
  2. Using your mouse, highlight the names of the contacts you want to invite by simultaneously holding down the CTRL key on your keyboard while you click the names.
  3. Invite someone who is not in your contact list by typing a 5-digit or 10-digit phone number in the Search field.
  4. Click OK.
Note: Drag and drop names from your Contact list to the Group Conversation window for a faster way to invite others.

Each person invited receives a Meeting Notification. Clicking the Meeting Notification allows them to join the meeting. The name of each person appears in the Group Conversation window as they join the meeting.

To end the meeting, close the Group Conversation window.





For Lync related questions or problems, send email to LyncSupport@uh.edu.