Standardize Microsoft Teams User Policy Assignment
Create user policy personas that match each of your user demographics so they receive the right policies to help them communicate and collaborate effectively.
Create Effective User Policy Personas
A user persona is a collection of Microsoft Teams user policies, licenses, team, and call queue memberships that are designed to deliver the correct Teams user experience to your users based on their job role or location.
Create Personas
Make Teams policy assignment easy with user personas
Match Users
Target specific users by their Entra ID attributes
Assign Automatically
Assign users their Teams user experience automatically
Update
Move users between different personas as needs change
Create Your User Policy Standards
Standardizing user policy combinations by user role or department enables you to ensure consistent user experiences and reduces 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
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
What Policies Can You Assign?
Unlike other competitor solutions you can assign all Teams policies to a persona and user using Orto.
Call Park
Caller ID
Calling Policy
Dialplan
Emergency Calling
Emergency Call Routing
Call Hold
IP Phone
Voice Routing
Shared Calling
Voice Application
Voicemail
Audio Conferencing
Dial-in Conferencing
Dial-out Conferencing
Meeting Branding
Meeting Broadcast
Meeting Policy
Meeting Video Interop
Channels
External Access
Files
Messaging
VDI
Mobility
App Permissions
Application Access
Compliance Recording
Enhanced Encryption
Shifts
Workload
App Setup
Events
Feedback
Media Logging
Update Management
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
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 Policy Assignment With Orto Pro
Identify your users using their Entra ID attributes or security group memberships and match them to Teams personas automatically without ever touching a button.
Create Your Own Automated Provisioning Rules
Deploy Teams policies, phone numbers, team, and queue memberships to your users automatically with zero tocuh provisioning.
- 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
Here's What Happens When You Automate User Policies
User Persona FAQs
Yes. You can use Callroute to manage your voice and non-voice users in a single interface.
Callroute only synchronizes 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.
Yes, you can use user personas for these users too.
Resources
Use This Microsoft Teams Onboarding Template To Speed Up Provisioning
The process of onboarding new staff takes too long. Am I right? I recall a new role I started where I didn’t have all the
The Benefits Of Auto Provisioning In Microsoft Teams
Auto provisioning is the process of automating the creation, maintenance, and removal of user identities in software applications based on business rules. It can help
You Could Save $500,000 Using This Microsoft Teams Provisioning Tool
How much does a provisioning ticket cost? Those small changes and little adds. Pence, right? Can’t be much. Well, according to research, it could be
