Change Zoom Phone account level settings

overview

Administrators can change the account-level settings that apply to all Zoom Phone extensions in the account (phone users, call queues, auto-reception, and common area phones).

Note :If you have multiple sites enabled, settings with the build icon ( ) can only be changed at the site level. 

Content of this article:

  • Company information
  • account settings
    • Settings tab

Prerequisites

  • Professional, business, or educational account
  • Account owner or administrator privileges
  • Zoom Phone License

Company information

To access company information settings:

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Company Information] and then click the.
  3. You can change this setting:
    Note : If you have multiple sites , see the settings you can change for each site . 
  • Country: Shows the organization’s default emergency contact Reserved extensions that cannot be used depend on the country.
  • Caller ID NameClick Settings to customize the caller ID name for your outside line.
  • SIP Zone: Shows the location of the server used by the Zoom Phone. By default, Zoom chooses the closest location based on the default emergency contacts .

Account Settings

To access your account settings:

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Company Information] and then click the.
  3. Click Account Settings at thetop layer .
  4. Click the Settings
    The settings can be changed on the following tabs:

Settings Tab

Multiple sites

View settings and enable and manage multiple sites .

 

Notify

  • To assign an extension to a user: Click the toggle to enable / disable email notifications when assigning an extension to a phone user. This includes a welcome email sent when you assign a Zoom Phone license to a user .
  • If you want to assign a number to a user: Click the toggle and choose whether to enable or disable email notifications when assigning phone numbers directly to phone users . If the number is in transition, the user will be notified by email when the migration is complete.
  • If the user receives avoice email: Click the toggle to enable / disable email notification when a new voice email message is received. Email notifications include call duration, date and time, and caller ID.
    • Include voicemail files: Attach voicemail MP3 files to email notifications.
    • Include voice mail transcription: If Zoom can transcribe voice mail messages, attach the voice mail transcript as a text file.
      Note : Users can view or download voice email messages and transcripts using the Zoom client or web portal. This feature is enabled, phone users inbox of the shared voice mail If you have access to, you will receive an email notification of the inbox of the shared voice mail.
  • When the desktop phone is offline: Click the toggle to enable / disable email notifications when the provisioned landline is offline (disabled by default).
    • Use the drop-down menu to select the time to take your landline offline before the email notification is sent.
    • Email RecipientsClick Add , enter the email address to receive notifications, and click Save .

Desktop phone

Change the provisioned landline settings .

Time

Note : If you have multiple sites, you need to set a default business hours for each site .
  • Default Business Hours: Set the default business hours for phone users to answer calls. You can also set the business hours after 11:30 pm. This feature is also available for night shift phone users.
  • Default Holiday TimeClick Settings or Edit to specify a specific day as the holiday for all users, auto-receipt, and call queues on your site. You can customize the method of call forwarding on holidays. For example, you can forward the call directly to voice mail or play a custom message telling the caller that your company is out of business hours. Access the same forwarding settings as during non-business hours.

Call Park

Change the call park settings.

Security

  • Port Authentication: Used to port numbers other than Zoom Phones .
  • PIN Code Requirements: Change voicemail PIN length and complexity requirements. A PIN is required for phone users to view voicemail on landlines .
    Note : These settings will be applied from the time you change them. Phone users using previously created PINs do not need to change their PINs if they do not meet the requirements.

    • PIN Length: Specify the minimum required PIN for voice mail. You can set up to 4 to 20 characters.
    • PIN cannot be the same as extension: Phone users cannot set a PIN that matches extension.
    • You cannot use a repeating group of numbers for your PIN: Phone users cannot set a PIN that contains repeating numbers, such as 111111 or 333333.
    • PINs cannot be in groups of ascending or descending numbers: Phone users cannot set ascending or descending numbers in a PIN. For example, 123456 and 987654.
    • Update PIN Frequency: Sets how often phone users update their PINs.
  • AES-256 encryption for devices: Upgrades the encryption for devices .

Caller ID

Controls the access of outside line caller ID numbers by telephone users .

 

Voice prompt

Change the default audio settings .

others

Enables a dial directory by name that allows you to enter a name to search for phone users in your account .
Note : If you have multiple sites, you can set a “dial directory by name” for each site .


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Frequently Asked Questions

 

After logging into your account, you will be able to access Zoom’s web portal. Click on the Account Management tab, then click on Account Settings in the navigation panel. There will be three tabs under which you can configure your account settings: Meetings, Recordings, and Audio Conferencing. Click on the setting that you would like to change and then navigate to it.
 
The meeting and chat settings can be accessed by tapping Settings in the meeting menu.
  • By tapping on the name of your profile, you will be able to change your profile picture, your name, or your password.
  • In this section, you will be able to adjust the settings related to meetings. For example, you will be able to enable or disable your microphone, mirror video, and other settings associated with meetings.
  • It is possible to find contacts using Zoom as well as approve requests for phone contacts.
  1. Launch the Zoom mobile app and sign in with your Zoom account.
  2. Choose Settings from the drop-down menu.
  3. You can do this by tapping your name on the screen.
  4. To sign out, tap the Sign Out button, then tap the Yes button to confirm your decision.
  5. For accessing your Zoom account, you must either use the same corporate email address that you used to open your Zoom account or the email address you used when you opened your Zoom account in the first place. You can also sign in through SSO, Google Authentication, or Apple Authentication using Google, Apple, or Facebook if you wish.
Once you have double-tapped the screen with three fingers on it, you only have to drag up or down with the fingertip while remaining unmoved while doing so, and this will enable you to adjust the magnification of the screen. With three fingers, touch the Zoom Level slider, then drag it back and forth until the desired level is reached. Changing the zoom lens of the camera can be done by dragging the handle on the bottom of the lens by the zoom lens (Window Zoom) if you want to adjust its zoom.
 
If you click the “Schedule a New Meeting” button on the left-hand side of the screen, you’ll have the option to pick a date and time for the meeting. If you click the button again, you can select who will be attending the meeting. Once you have completed this process, Zoom will send you login information so that you can share it with other participants. Moreover, once the Zoom app or phone app has been set up, you will be able to allow them to take part in the meeting using the Zoom app or their phone.

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