Teams Featured Image

Using Microsoft Teams

Chartered Wealth Solutions looks forward to meeting with you on Microsoft Teams.

Microsoft Teams is an easy and simple communication platform that allows us to catch up with you over a video call.

Please follow the simple steps below, to get your Team video call up and running:

  1. You will receive an email that looks like the image below. Select the underlined text, “Join Microsoft Teams Meeting”:
  1. The link will re-direct you to a screen, that will allow you to “Join conversation”:
  1. Select the option that says “Join on the web instead”:
  1. Teams will then prompt you to use your microphone and camera
    If asked to use mic and video, select “Allow”:
  1. Your meeting will now launch and you will be presented with the following screen:
  • Type in your name on the blue line and select “Join now”
  • Wait here and your planner should let you into your meeting shortly:
  1. When your meeting starts, you will see your controls, in the middle of the screen:

The Controls mean the following:

Video On/Off
Microphone On/Off
Share content
Advanced settings
Manage participants
End call
  1. To enter the full screen for your planner to see you better, click on the 3 dots, shown below:
  • When the three dots show, select “Enter full screen”

If for any reason you have audio and visual problems

  • Select the three dots again and select “Show the device settings”, a side bar will appear, that will allow you to check for the correct audio and camera:

If for any reason, Teams is not compatible with your web browser, the below image will appear:

  • Select the option to “Join in Microsoft Edge”
  • There may be additional options that will pop up:
  • Click on “Open link” in either Microsoft Edge or Chrome

Microsoft Edge

  • When the pop up appears, select “Yes” to the use of your webcam and microphone
  • You will then be asked to join the meeting, select the “Join now” option:
Teams Image 12

Your Microsoft Team meeting should now be underway.

If you have any further queries please contact or call (011) 502 2800

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