This guide will explain the steps to go through if a member of the team has invited you to join a Microsoft Teams meeting. We use Teams meetings to allow video calling and screen-sharing.
Firstly, a few points to clarify:
You do not need to have a Microsoft account or have Teams installed (unless you are joining on a phone or tablet, then you will be prompted to download the app).
You will have the option of using computer audio, no audio (if multiple people are joining in the same room) or phone audio (to be used if your computer does not have speakers or a microphone).
We may sometimes record meetings. If the meeting is for training purposes, this is so that we can provide you with a recording to refer back to later. If you prefer to not have the meeting recorded, please let the member of staff know.
To join a meeting, please follow the two steps below:
If your meeting has been booked in advance, you should have received an email confirmation like the below image. You may also receive a reminder. This confirmation details the time and date of the meeting along with your host. To join the meeting click the purple button to join your appointment.
This will likely launch your internet browser and take you to the joining screen shown in the below image. Alternatively, if you already have Teams installed on your pc it may automatically launch the app.
Once on the screen, enter your name, choose whether to have your camera on or off and click Join now. Please also check the options below this where you can choose to have your audio off (this is useful if more than one computer will be joining the meeting in the same room as it will avoid any echo) or choose to join the phone audio (if you do not have a microphone or speakers on your computer).
Please note: Your host may ask you to download the desktop version of Teams (this option is shown at the bottom of the screen) if they wish to offer you control of their screen. This is most commonly done during the second part of financial training.


