An account owner or administrator can assign a department or cost center to a specific user, to a common area phone, to a call queue, to an auto receptionist, to a shared line group, or to a pickup group. With a CSV file, departments can also be assigned in bulk.

Dashboard and usage data can be filtered according to department or cost center, so admins can better understand charges on bills. Your phone charges can be broken down by cost centers, such as sales and customer service.

This article covers:

• How to assign or edit a cost center and department for extensions
• How to filter the quality of service dashboard data by department or cost center
• How to view usage charges by department or cost center

Prerequisites for viewing the quality of service dashboard

• Accounts for businesses or educational institutions
• Privileges as an account owner or administrator
• Licensed Zoom Phones

How to assign or edit a cost center and department for extensions

1. The following extensions have settings available:
   • Phones in common areas
   • Queues for calls
   • Automated receptionists
   • Groups of shared lines
   • Group for call pickup
2. To set or edit a cost center or department, click the Set or Edit button in the Profile tab.
3. Click Save after you have entered a cost center or department.

Filtering quality of service dashboard data by department or cost center

1. Log in to Zoom’s web portal.
2. Click Dashboard from the navigation menu.
3. To access Zoom Phone, click the tab.
4. Enter the exact name of the department or cost center in the top-right corner.

Zoom Phone‘s dashboard for quality of service can be found here.

Viewing usage charges by department or cost center

1. Zoom’s web portal can be accessed by signing in.
2. Select Account Management and then Reports from the navigation menu.
3. The Phone System page will appear.
4. Navigate to the Charges tab.
   In the table, you’ll find columns for Departments and Cost Centers.
5. CSV files can be exported by clicking Export.
6. A spreadsheet application such as Microsoft Excel can be used to open the CSV file. Data can be filtered by department or cost center in your spreadsheet application.

View usage reports for Zoom Phone.

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Frequently Asked Questions

How do you add extensions to zoom phone?

When you click Add, Zoom Phone licenses will be created for the user. The user will be assigned an extension number once their account has been confirmed, and the user will be able to see their extension number in Phone System Management > Rooms & Users. Furthermore, the user will be sent an email with their extension number and a link to change their extension number through which they will also receive a notification.

How do you remove an extension number in zoom?

Assigning an outbound calling package is as simple as clicking the Assign button. The X symbol next to an assigned package allows you to remove it from the list. You can change the extension number associated with the phone user by clicking Edit next to the extension number.

How do I manage the zoom on my phone?

It is possible to sign in to Zoom’s web portal by using the Zoom’s web portal. In the menu, choose Phone System Management, then click on Begin Setup at the bottom of the page. In order for you to choose the primary company number for your business, you must first enter the basic information about your business that will be used to identify your business in order to select the number. It is possible to select a country, state, and area code from the list of options provided in the drop-down menus at the top of the page.

How do I remove zoom phone extension?

If you want to remove an assigned package from the list, click on the x next to the package that you wish to remove to do so. In the case of an extension number that has been assigned to a phone user, you can modify it by clicking on the Edit button next to the extension number.

Where is Zoom settings gear icon?

You can access the in-meeting settings by tapping the gear icon in the top-right corner of the screen. When using Zoom Rooms for Touch or Zoom for Home, you can display the on-screen remote controller by tapping the ellipsis (…) in the bottom-right corner of the screen or by tapping the ellipsis (…) in the upper-right corner of the screen.

How do I get Zoom settings?

The Zoom desktop client can be accessed by following the steps below:

1. Open Zoom’s desktop client and sign in with your Zoom account.

2. Once you have clicked your profile picture, you will be able to change your settings. As a result, you will be able to access the following options once you open the settings window.

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