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

Keep your number ranges up to date

Get Microsoft Teams Calling with our Direct Routing solution for Microsoft Teams Phone.

Assign Numbers To Users

Get Microsoft Teams Calling with our Direct Routing solution for Microsoft Teams Phone.

Categorize Your Numbers Using Tags

Connect Webex to the PSTN – bring your own carrier or use our fully managed voice services.

Organize Your Numbers Into Your Custom Locations

Get Microsoft Teams Calling with our Direct Routing solution for Microsoft Teams Phone.

Reserve Numbers To Prevent Accidental Assignment

Get Microsoft Teams Calling with our Direct Routing solution for Microsoft Teams Phone.

Quarantine Recently Unassigned Numbers

Connect Webex to the PSTN – bring your own carrier or use our fully managed voice services.

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.

Call Park

Call Hold

Caller ID

Calling Policy

Dial Plan

Voice Routing

Shared Calling

IP Phone

Voicemail

Voice Application

Emergency Calling

Emergency Call Routing

Meeting Policy

Audio Conferencing

Dial-In Conferencing

Dial-Out Conferencing

Meeting Branding

Meeting Broadcast

Meeting Video Interop

Events

Messaging

Channels

Files

External Access

App Permissions

Application Access

App Setup

VDI

Mobility

IP Phone

Shifts

Workload

Compliance Recording

Enhanced Encryption

Media Logging

Feedback

Update Management

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, licenses, 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

Standardise Teams policy assignment

Apply consistent calling, meeting and voice policies across departments, roles or regions. Replace manual, user-by-user configuration with structured policy packs to ensure every user is provisioned correctly from day one.

Assign policies and numbers across one or multiple tenants

Manage Microsoft Teams policies, number allocation and full number lifecycle from a single platform. Maintain consistency and visibility across departments, regions or multiple tenants — without switching portals.

Enforce ITSM-driven approval before
policy assignment

Integrate with IT service management platforms to ensure requests for number or policy changes follow formal approval workflows. Automatically apply approved policies only after approval with enterprise governance standards.

What Our Customers Say

“Overall very good. Its a simple product, easy to use. Company good to deal with, quick to respond to issues and knowledgeable support team.

Quick to assign numbers to users. Very easy to find either free unused number or those that are allocated and who to. Tagging system is useful for reporting.”

Toby

Head of Service Management in UK

Publishing, 1,001–5,000 Employees

“Overall, my experience with Callroute was solid. The platform offered strong integration capabilities and simplified several aspects of voice routing and number management. While there were areas that could be more intuitive, the core functionality was dependable and added value operationally.
What I liked most about Callroute was how seamlessly it integrates with existing communication platforms. It removes a lot of the complexity around voice routing and number management, which makes day‑to‑day operations much smoother.”

Verified Reviewer

Verified User

Insurance, 11–50 Employees

“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

Used the Software for: More than 2 years

“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

Used the Software for: Less than 6 months

“Makes Teams Phone Managers lives easier! Callroute lets you manage Microsoft Teams Phone configuration by an easily and user friendly portal. Callroute separate the Teams telephony settings from the Teams Admin center so that the telephony administrator can only configure that what is neccesary for Teams Phone functionality and call routing… makes Teams Phone management clear and easy!”

Arnold

Product Manager Cloud in Netherlands

Telecommunications, 11–50 Employees

Used the Software for: Less than 6 months

“Works with Microsoft Teams and a better management platform – easier to use than older ‘clunkier’ platforms. Callroute is value for money in one platform. Easy to use and a great experience, with simple management for all changes.”

Ronald

Managing Director in UK

Information Technology & Services, 2–10 Employees

Used the Software for: More than 2 years

“The Orto product has allowed us to completely streamline the Teams Phone System provisioning process for around 3500 users, saving myself and my colleagues a lot of time. Callroute as a company have a great support response and are also very open with sharing upcoming features and taking in feature requests. Overall, I couldn’t fault them…the product itself has taken a weight off my teams shoulders in a very busy project.”

Elliott

ICT Network Support Officer in UK

Government Administration, 1,001–5,000 Employees

Used the Software for: Less than 12 months

Capterra review five stars rating badge.
GetApp user reviews five stars rating badge.
Software Advice five stars rating badge.

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

Join over 150,000 other users that use Callroute to stay connected, and manage their numbers and user more efficiently.