Create and configure resource accounts for rooms and shared Teams devices

This article provides steps to create resource accounts for shared spaces and devices, and it includes steps to configure resource accounts for Microsoft Teams Rooms on Windows, Teams Rooms on Android, Teams Rooms on Surface Hub, and hot-desking on Teams displays.

Microsoft 365 resource accounts are mailbox and Teams accounts that are dedicated to specific resources, such as a room or projector. These resource accounts can automatically respond to meeting invites using rules you define when they're created. For example, if you have a common resource such as a conference room, you can set up a resource account for that conference room that will automatically accept or decline meeting invites depending on its calendar availability.

Every resource account is unique to a single Microsoft Teams Rooms installation or Teams display hot-desking implementation.

Important

Microsoft 365 resource accounts aren't the same as Teams resource accounts. Teams resource accounts can be used with call queues and auto attendants to accept phone calls from external phone numbers. Microsoft 365 resource accounts are tied to an Exchange Online mailbox and enable booking of shared resources, such as rooms, projectors, and so on.

If you want to know more about Teams resource accounts, see Manage resources accounts in Microsoft Teams.

Note

If using Microsoft Teams panels, the Teams Rooms resource account signs in to both Teams Rooms and associated Teams panels.

Note

Skype for Business

If you need to enable your resource account to work with Skype for Business, see Deploy Microsoft Teams Rooms with Skype for Business Server

Before you begin

Requirements

Depending on your environment, you need one or more roles to create resource accounts.

Environment Required Roles
Azure Active Directory
Global Administrator or User Administrator
Active Directory
Active Directory Enterprise Admins, Domain Admins, or have delegated rights to create users. Azure Active Directory Connect Sync rights.
Exchange Online
Global Administrator or Exchange Administrator
Exchange Server
Exchange Organization Management or Recipient Management

If you're creating resource accounts for Teams Rooms, the UPN must match the SMTP address of the resource account. See Microsoft Teams Rooms requirements before you deploy Teams Rooms.

What license do you need?

In the next step you'll create a resource account for your Teams Rooms console. Before you do that, you need to purchase a license because each resource account you want to associate with a Teams Rooms console needs a Teams Rooms license.

Follow the steps below to purchase a Teams Room Basic or Teams Rooms Pro license that you can assign to a resource account in a later step. For a comparison between the Teams Rooms Basic and Teams Rooms Pro licenses, see Teams Meeting Room Licensing Update.

Note

If you have multiple Teams Rooms consoles, we recommend that you purchase a Teams Rooms Pro license for each of your consoles. The Teams Rooms Pro license enables more advanced remote management and analytics for Teams Rooms, enabling you to create a more consistent and robust Teams Rooms and meeting experience.

  1. Go to the Microsoft 365 admin center and log in with an account that has global admin permissions.
  2. In the admin center, go to the Billing > Purchase services page.
  3. On the Purchase services page, type in Teams Rooms in the search box and press enter.
  4. Select Details under either Teams Rooms Basic or Teams Rooms Pro.
  5. Select the number of licenses you want to purchase in Select license quantity.
  6. Select how often you want to be billed under Select billing frequency and then click Buy.

Note

You can purchase up to 25 Teams Rooms Basic licenses. Any additional licenses you purchase beyond 25 must be Teams Rooms Pro licenses.

You can purchase a Teams Rooms Basic license for a Teams Room console and later change the license for that console to Teams Rooms Pro. First make sure you have an available Teams Rooms Pro license and then follow the instructions in Change the apps and services a user has access to.

Create a resource account

Each Microsoft Teams Rooms device needs its own resource account. The resource account is the account the Teams Rooms device logs into and is what users in your organization invite to book the Teams Room.

When you create the resource mailbox, you can specify whether you want to allow recurring meetings, have the room auto accept invites, how many days into the future to accept invites, and so on.

Tip

When naming your resource accounts, we recommend using a standard naming convention to the beginning of the e-mail address. This will help with creating dynamic groups to ease management in Azure Active Directory. For example, you could use "mtr-" for all resource accounts that will be associated with Microsoft Teams Rooms.

Tip

We recommend that you create all resource accounts using Exchange Online and Azure Active Directory.

Create a resource account using a method from one of the following tabs:

  1. Sign in to the Microsoft 365 admin center.

  2. Provide the admin credentials for your Microsoft 365 tenant.

  3. Go to Resources in the left panel, and then select Rooms & equipment. If these options aren't available in the left panel, you may need to select Show all first.

  4. Select Add resource to create a new resource account. Enter a display name and email address for the account and then select Save.

  5. By default, resource accounts are configured with the following settings:

    • Allow repeat meetings
    • Automatically decline meetings outside of the following limits
      • Booking window (days): 180
      • Maximum duration (hours): 24
    • Auto accept meeting requests

    If you want to change them, select Edit booking options before you select Close. If you want to change them later, go to Resources > Rooms & equipment, select the resource account. Then under Booking options, select Edit.

  6. Go to Users > Active users, and select the room you created to open the properties panel.

  7. Next, assign a password to the resource account. In the panel, select Reset password.

  8. Requiring users to change the password on a shared device will cause sign in problems. Uncheck Require this user to change their password when they first sign in, and select Reset password.

You may also need to apply bandwidth policies or meeting policies to this account. You can set mailbox policies in a later step.

Important

If you're only using this resource account to book space and automatically accept or decline invitations, you've completed the set up. If you're using this resource account for PSTN calling, see Microsoft Teams add-on licenses to determine what license it needs.

Configure mailbox properties

Like any Microsoft 365 account, a newly-created resource account's password is set to expire automatically after a period of time. However, if the resource account password expires, the Teams Rooms device it's signed into won't be able to sign in again the expiration date.

To avoid having to reset the resource account's password and then logging into each Teams Rooms device again, you can turn off password expiration for the account.

Note

Setting Password never expires is a requirement for shared Microsoft Teams devices. If your domain rules prohibit passwords that don't expire, you'll need to create an exception for each Teams device resource account.

Follow the steps in one of the following tabs to turn off password expiration:

First, Connect to Active Directory PowerShell:

   Connect-AzureAD

Then, see Set a password to never expire.

This example sets the password for the account ConferenceRoom01@contoso.com to never expire.

Set-AzureADUser -ObjectID ConferenceRoom01@contoso.com -PasswordPolicies DisablePasswordExpiration

Turn off password expiration

Like any Microsoft 365 account, a newly-created resource account's password is set to expire automatically after a period of time. However, if the resource account password expires, the Teams Rooms device it's signed into won't be able to sign in again the expiration date.

To avoid having to reset the resource account's password and then logging into each Teams Rooms device again, you can turn off password expiration for the account.

Note

Setting Password never expires is a requirement for shared Microsoft Teams devices. If your domain rules prohibit passwords that don't expire, you'll need to create an exception for each Teams device resource account.

Follow the steps in one of the following tabs to turn off password expiration:

First, Connect to Active Directory PowerShell:

   Connect-AzureAD

Then, see Set a password to never expire.

This example sets the password for the account ConferenceRoom01@contoso.com to never expire.

Set-AzureADUser -ObjectID ConferenceRoom01@contoso.com -PasswordPolicies DisablePasswordExpiration

Assign a meeting room license

After you create the resource account, you need to assign a license to it. The resource account needs a Microsoft Teams Rooms Basic or Teams Rooms Pro license to sign into a Microsoft Teams Rooms device. For more information, see Microsoft Teams Rooms licenses.

Note

Microsoft Teams Rooms Basic and Microsoft Teams Rooms Pro are the two available SKUs for shared meeting room devices, including Teams Rooms. A meeting room license is required for Teams displays with hot-desking.

To assign licenses using the Microsoft 365 admin center, do the following:

  1. Sign in to the Microsoft 365 admin center.
  2. Provide the admin credentials for your Microsoft 365 tenant.
  3. Go to Users > Active users.
  4. Select the resource account you created earlier.
  5. In the right pane, select Licenses and Apps.
  6. Expand the Licenses section, select the license you purchased earlier.

Next steps

Meeting policies

You may need to apply custom network, bandwidth, or meeting policies to this account. For more information on network and bandwidth policies, see Meeting policy settings for audio & video. For Teams Rooms, we recommend you set the meeting policy bandwidth to 10 Mbps.

For collaboration purposes, turn on PowerPoint Live, Whiteboard, and shared notes. It is recommended that you enable the meeting policy setting "Meet now in private meetings". You may want to create a meeting policy to adjust participants and guest settings for Teams Rooms. For example, review the lobby settings such as which attendees to automatically admit to meetings. For more information on Teams meeting policies, see Manage meeting policies in Microsoft Teams.

Calling

There are no unique requirements to enable calling with resource accounts. You enable the resource account for calling in the same way you enable a regular user.

Note

We recommend turning off voice mail for shared devices by assigning a calling policy to the device resource accounts. See Calling and call-forwarding in Teams for more information.

To help your users more easily schedule meetings in a Teams Room, you can create room lists and places in Exchange Online.

Exchange room lists and Outlook Places are used to control which resource accounts (and therefore the Teams Rooms they're associated with) appear in Outlook's Room Finder. Room Finder is an Outlook feature that helps users find rooms that are near them, available for reservation, and meet other criteria such as the availability of a display.

Room lists are a special type of Exchange distribution group that let you group resource accounts (and therefore the Teams Rooms they're associated with) together in a meaningful way. For example, you might want to create room lists for all the rooms in each building on your campus.

Outlook Places lets you set specific attributes about a resource account and its Teams Room. Some of the attributes you can set are:

  • Building
  • City
  • Capacity
  • Whether the location is wheelchair-accessible
  • Audio, video, and display names

Using a combination of room lists and place attributes selected by a user, Room Finder in Outlook will show a list of rooms available to them for reservation. To make the best use of room lists and places, create room lists based on a place attribute, such as building. For example, set the city and building place attributes for each resource account, and then add each resource account to a building room list. When a user tries to choose a room to reserve, Outlook will show a list of cities and the room lists available in each of those cities.

Important

Each resource account needs to have its place attributes set. If these attributes, especially city, building, and capacity, aren't set, those rooms won't show up as available options for reservation even if a room list contains them.

To create a room list, follow the instructions in Create a rooms list.

To configure the place attributes for a resource account, see Set-Place.

Configure accounts for Microsoft Teams Rooms

Plan for Microsoft Teams Rooms

Deploy Microsoft Teams Rooms

Manage Microsoft Teams Rooms

Microsoft Teams Rooms Licensing