Applies To

Call2Teams - Partners


Overview

As Call2Teams is a companion to Microsoft 365, and Microsoft 365 uses Azure Active Directory (AAD) for user authentication, this document is not relevant to end customers as they will have an AAD account.


Some partners may sell the service to customers, but not themselves have a Microsoft AAD tenant. This document describes how to obtain one, and how to manage users.


Setting up Azure Active Directory Tenant

In Microsoft terminology, a Microsoft Account is personal and a work or school account is for business. Partners need to create a work or school account, and this will also create an AAD tenant that they can use to create more work users.

  1. Go to signup.microsoft.com 
  2. Click “Create a work or school account”
  3. Click “Don’t have a work email”
  4. Fill in the form about the partner and the nature of the partner's business
  5. Click next
  6. Create a username and select a domain, then click next. 
    1. Note: The form will indicate if the requested domain is already in use.
  7. Complete the verification process

Creating more users

  1. Go to admin.microsoft.com 
  2. From the menu, click Users then Active Users.
  3. Click Add a user.
  4. Fill in the form, picking a username in the domain of the AAD tenant created above. 
  5. Check the box next to Send password in email upon completion and enter the user’s real work email address in the box. 
    1. Microsoft will email the user their new username and password.
  6. Select Create user without product license
  7. Complete the remainder of the user creation wizard with the default values

Invite a user to associate with a Call2Teams account

  1. Go to admin.call2teams.com 
  2. If the My Customer Portal link at the top is shown, then click it, otherwise skip this step
  3. Click on the Account menu at the top
  4. Click the Invite Administrative User button. The email address should be the user's real work email address, not the AAD username. Roles are as follows:

a. Account Administrator – this is the only role that can grant access to other users, and it can also view and edit customer data

b. Service Contributor – this is a support agent role where customer data can be edited but no commercial transactions can be undertaken

c. Service Viewer – as above, but read-only

d. Subscription Contributor – this role will give access to create child customer accounts. In future it will allow placing orders via the portal.