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Calling Policies

This article provides guidance for Phone System administrators looking to create custom Calling Policies to control the calling features available to their users in Teams. Phone System administrators will be able to add, edit and custom Calling Policies specific to their organisation, in addition to assigning them to users.

Important Note

Organisations will be able to create up to a maximum of 10 custom Calling Policies.

This article will outline:

Adding a Custom Calling Policy

The following steps will detail how to create and add a new custom Calling Policy.

Important Note

If you do not create a custom Calling Policy, all users will be assigned the global default Calling Policy. You will not be able to see or make changes to this default policy. The configuration for this policy is listed below.

 

Feature Comments Global Policy Setting  – Recommendation
Make private calls This setting allows users to make 1:1 private calls True
Cloud recording is enabled for calling This setting controls whether 1:1 can be recorded or not. True
Call forwarding and simultaneous ringing to people in your organization This setting controls whether incoming calls can be forwarded to other users or can ring another person at the same time. True
Call forwarding and simultaneous ringing to external phone numbers This setting controls whether incoming calls can be forwarded to an external number or can ring an external number at the same time. True
Voicemail is available for routing inbound calls This setting enables inbound calls to be sent to voicemail. Valid options are:

  • Enabled Voicemail is always available for inbound calls.
  • Disabled Voicemail is not available for inbound calls.
  • User controlled Users can determine whether they want voicemail to be available.
AlwaysEnabled
Inbound calls can be routed to call groups This setting controls whether incoming calls can be forwarded to a call group. True
Delegation for inbound and outbound calls This setting enables inbound calls to be routed to delegates, allowing delegates to make outbound calls on behalf of the users for whom they have delegated permissions. True
Prevent toll bypass and send calls through the PSTN Setting this parameter to True will send calls through PSTN and incur charges rather than going through the network and bypassing the tolls.

Note: Do not set this parameter to True for Calling Plan users as it will prevent successful call routing. This setting only works with Direct Routing that is configured to handle location based routing restrictions.

False
Music on hold for PSTN callers Allows you to turn on or turn off the music on hold when a PSTN caller is placed on hold. Enabled
Busy on busy is available when in a call This setting enables how incoming calls are handled when a user is already in a call or conference or has a call placed on hold. New or incoming calls can be rejected with a busy signal or can be routed accordingly to the user’s unanswered settings. Enabled
Web PSTN calling This setting enables users to call PSTN numbers using the Teams web client. Enabled
Real-time captions are available in Teams calls Real-time captions in Teams calls DisabledUserOverride
Incoming meeting invites are automatically answered Automatically answer the incoming meeting invites Disabled
SIP devices can be used for calls Determines whether the user is allowed to use the SIP device for calling on behalf of the Teams client. True
Spam Filtering Determines Spam filtering mode.

Enabled – Spam Filtering is fully enabled. Both Basic and Captcha IVR checks are performed. In case the call is considered as spam, the user will get a “Spam Likely” notification in Teams

Disabled – Spam Filtering is completely disabled. No checks are performed. “Spam Likely” notification will not appear.

EnabledWithoutIVR – Spam Filtering is enabled partially. Captcha IVR (Interactive Voice Response) checks are disabled. “Spam Likely” notification will appear. A call might get dropped in case it gets a high score from Basic checks.

Enabled
Allow Transcription For Calling Determines whether post-call transcriptions are allowed. True
Allow Call Redirect When set to Enabled users will have the ability to redirect received calls. However, when set to Disabled the user will not have such ability. Enabled
Allow Calling Controls interop calling capabilities. Turning this on will allow Skype for Business users to have one-on-one calls with Teams users and vice-versa.

This is not required on the NHSmail platform.

Disabled
Call Recording Expiration Days The feature in Calling Policy is available via PS only with a default value of 60 days and can be set to a max value of 9999. All custom policies will be set to max value 9999 and LAs will not be able to edit/change it.

The auto-expiration of the Teams Meetings recording feature is disabled in the Teams Meeting policies.

9999

1. Once logged into the Phone System PowerApp, select ‘Calling Policies’ from the homepage.

 

 

2. This option will direct you to a Calling Policies page. There will be options for you to ‘Assign to Users’, ‘Add’, ‘Edit’ and ‘Delete’ custom Calling Policies.

 

 

3. To create a new custom Calling Policy, select the ‘+Add’ button on the toolbar.

4. You will be taken to a page to add a new custom Calling Policy, where you will be able to tailor the settings of the Calling Policy as per your organisation requirements.

5. Each new custom Calling Policy will require a name and description. Navigate through the settings and select options that apply to your organisations from the drop-down and toggle bars provided (i.e., Make private calls, Enable Cloud recording for calling, Spam filtering etc.).

 

6. After tailoring the settings to your organisation’s requirements, click ‘Submit’ to process all options and update the settings applied to the Calling Policy.

 

7. After clicking ‘Submit’, you will be directed to a success screen informing you that your policy has been saved successfully.

8. On the success screen, you will have the option to return ‘Back to Voice Calling Policies’. Click this option to be redirected back to the Calling Policies

Edit a Calling Policy

Each organisation can create up to 10 custom Calling Policies. You will not be able to create more than 10 calling policies, but you will be able to edit existing custom Calling Policies. The following steps will detail how to edit existing custom Calling Policies.

1. To edit a Calling Policy, select the policy you would like to edit from the list of Calling Policies. Then, click the ‘Edit’ option in the toolbar.

 

 

2. You will be directed to an Edit Calling Policy page. On this page, you will be able to edit the settings of the selected Calling Policy. Update the respective policies as per requirements (i.e., Make private calls, Enable Cloud recording for calling, Spam filtering etc.), by navigating through the settings and selecting options that apply from the drop-down and toggle bars provided.

3. Scroll down to view the full list of settings for the chosen Calling Policy. After tailoring the required settings for your organisation, click ‘Submit’ to process all the changes.

 

4. You will be directed to a success page confirming that your policy has been saved successfully.

5. On this page, you will have the option to return ‘Back to Voice Calling Policies’.

Important Note

Updates to the policy will take effect to any users that were currently assigned that policy.  

Delete Calling Policy

To delete a custom Calling Policy, please follow the steps outlined below.

1. To delete a custom Calling Policy, navigate to the list of Calling Policies and select the custom Calling Policy you wish to delete. Select the ‘Delete’ option from the toolbar.

 

 

2. A pop-up will appear, prompting you to ‘Confirm Delete’ or ‘Cancel’. Select ‘Delete’ to delete the chosen policy.

 

 

Important Note

You will need to unassign the policies from any users it is currently assigned to, to successfully delete the policy. Otherwise, deletion will fail.

3. Upon successful deletion of the policy, you will be greeted by a success screen, with the option to navigate ‘Back to Voice Calling Policies’.

 

 

Last Reviewed Date 13/06/2022
Updated on 07/07/2022
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