Manage Team Policies

Microsoft Teams user policy management just got faster using Orto personas – the smarter way to streamline user set up and management.

Diagram showing teams user persona creation and policies applied to them.

Better tools to manage your teams numbers

Key features of Our User Management Platform

Diagram showing teams user persona creation and policies applied to them.

Create Your Teams User Policy Standards

Standardize user policy combinations by role or department for consistent user experiences and reduced service desk tickets.

  • 1-click assignment to users
  • Create full Teams lifecycle policy personas

  • Create voice-only user personas
  • Automatically assign the next available number

Easily Manage Your Personas

Keep on top of change and apply persona updates to all your users instantly.

  • Change a persona in just a few clicks
  • Apply a different persona when a user moves role
  • Copy personas as a template
  • Create personas matching all Teams users
Diagram showing Teams persona management with a list of personas, their names, policies and users.
Diagram showing the personal migration tool moving a user from one human resources to finance.

Enable Change Effortlessly Within Your Business

As business and user needs change so do your Teams policies and personas to support them.

  • Duplicate existing personas in 1-click
  • Change policies within a persona
  • Migrate users from their old persona to new
  • Remove deprecated personas to avoid errors

Assign Phone Numbers With Personas

Manage your Teams Phone numbers and assign them as part of your persona without any additional effort.

  • Manage Microsoft, Operator Connect, & Direct Routing
  • Categorize numbers by tag & location
  • Assign ranges to personas for auto assignment
  • Dynamic persona for both voice and non-voice users
Diagram showing phone number assignment with personas.
Diagram showing Licence group management with a creation button.

Upgrade User Licenses To Teams Phone

Assign users a Teams Phone license along with their persona and number when you receive a service upgrade request.

  • Create license packages defined for Teams Phone

  • Create hierarchical packages for least admin effort
  • No multi-portal access
  • Assign to user with their persona and number at once

Automate Teams Policy Assignment

Deploy Teams policies, phone numbers, team, and queue memberships to your users automatically.

  • Create provisioning rules matched to each user role
  • Assign their entire Teams access requirements at once
  • Target users by AD attributes or group memberships
  • Automatically provisions users every hour
Diagram showing Teams policy assignment automation with rules.

What Teams User Policies Can You Assign With Orto?

Unlike other competitor solutions, you can assign all Teams user policies to a persona and user using Orto.

Here’s What Happens When You Automate User Policies

SAVE

0%
in overall operational costs

SAVE

0%
in IT administration time

IMPROVE

0%
in provisioning accuracy

SAVE

0hrs
in lost end user productivity

Pricing Plans

Currency:

GBP
  • GBP
  • EUR
  • USA

Orto Standard

Simplify Microsoft Teams user management — numbers, policies, licences, and call queues.

Orto Pro

For enterprises that want to fully automate Microsoft Teams user provisioning

No. Users:

£0.50 monthly per user

N/A for selected user count

Minimum users

50+

200+

Number inventory management

Policy & persona management

Granular Roles-Based Access Control

Delegate user management by region

Microsoft license administration

Call queue administration

Automated provisioning

Provisioning API

Use Cases

What Our Customers Say

  • “Our partnership with Callroute has always been outstanding. Communication is seamless, and they consistently demonstrate exceptional customer focus. They are not just a partner; they are a true enabler of global telephony uptime. Their support is exceptionally responsive and a pleasure to work with, even on the rare occasions it’s needed.”

    Dave

    Health, Wellness & Fitness, 1,001–5,000 Employees

    Telephony Engineer in UK

  • “Happy user. Has been great. This makes it much easier to manage numbers. Ease of use and quick support when I have had any issues.”

    James

    Technical Specialist - Collaboration in US

    Packaging & Containers, 10,000+ Employees

  • “Finding CallRoute is possibly the best thing that’s happened for our telco platform. They’ve provided us with administrative and reporting capabilities that nobody else would. They’ve remained extremely flexible, allowing for outside the box thinking and customizations delivered faster than anyone would expect. We intend to stick with CallRoute for the long haul. Highly flexible, extremely attentive to requests and needs, support staff absolutely beyond compare.”

    Russ

    Telephony Architect in US

    Mechanical or Industrial Engineering, 10,000+ Employees

Frequently Asked Questions

Yes, you can try Callroute free with a 14-day trial. No credit card and no commitment required. Your trial includes:

  • 1x UK 0330 number
  • 1x single concurrent call limit
  • Connect up to 4 Microsoft Teams tenants
  • Explore all Callroute Teams Calling features
  • Explore all Orto Teams User Management features

To get started, book a guided setup session so we can tailor the trial to your requirements. All you need is an email address, which you’ll verify during setup.

Yes, you can use Callroute to manage your voice and non-voice users in a single interface.
Callroute only synchronises the policy identifiers. This means that if you change a setting of a policy in Teams Admin Center, all users assigned this policy will inherit this change as per normal Teams behaviour.
Yes, you can now use Callroute’s auto-provisioning tool to assign user personas.
No, user personas are Microsoft Teams specific.
Can I use personas to manage Calling Plan or Operator Connect users?

Book a demo

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