Changing phone or device settings in Zoom

This post was most recently updated on July 28th, 2022

A device or phone can be provisioned and its settings can be modified in the web portal after the admin has added and provisioned it. The settings for phones and devices can also be changed at the account level.

Prerequisites for changing phone or device settings

  • A Pro account, a Business account, or an Education account
  • Admin or account owner privileges on the account
  • License for Zoom Phone is required
  • I have added and provisioned a Zoom Phone device to my account

How to change phone or device settings

You can edit an existing device that you’ve added by following these steps if you want to do so. There are two ways to re-assign the device to someone else or unbind it in order to remove it from anyone’s list of devices.

  1. The Zoom web portal can be accessed by logging into your account.
  2. Select Phone System Management from the navigation menu, then select Phones & Devices from the submenu.
  3. You can either select Assigned or Unassigned from the tabs at the top.
  4. When you are ready to edit the display name of a phone or device, simply click on the display name.
    Here are some of the things you can view or edit:
  • Display name: The display name can be changed by clicking the Rename button next to it.
  • Site If you have multiple sites, you will see the following: The device is displayed with the site to which it belongs. There is an automatic populating of this field with the site associated with the associated phone user. The phone user associated with the site needs to be moved to a different site if you want to change the site.
  • Assigned To: The device’s assigned phone user (if applicable) is displayed on the screen. Please click Assign if the phone has not been assigned yet. There is no need to assign it manually. You will need to click the cross mark and then click on Assign if you want to reassign the device.
  • Note: More than one phone user can be assigned to the device if it supports multiple phone users.
  • Emergency Address: It will display the device’s detected emergency address if nomadic emergency services are enabled on the device.
  • IP Address: This display shows the private IP addresses of the devices on the network.
  • Note: The public IP address of the device will also be displayed if you have enabled the nomadic emergency services and personal location features.
  • Device Type: This is a display that shows the name and model of the device.
  • Firmware Version: The firmware version that is installed on the device is displayed on the screen. The latest firmware versions for the certified phone hardware can be found on the certified phone hardware page. When the device doesn’t have provisioning enabled or does not support sharing firmware versions, dashes are displayed on the screen.
  • MAC Address: Displays the device’s 12-digit MAC address in the form of a 12-digit number. You can change the MAC address of the phone if you have not provisioned the phone yet.
  • Note: The MAC address of your wired phone should be entered, not the MAC address of your wireless phone, if you’re using a wireless phone.
  • Network Switch: There is also a section in this section that displays the MAC address for your network switch as well as the port label if you have enabled nomadic emergency services and personal location.
  • Provision Template: If a provision template has been assigned to the supported phone, this will display the template if it has been assigned.
    • Bind (only visible if you don’t have a template assigned): Provide the phone with a provision template so that it can be configured.
    • Edit: The phone should be assigned a different template.
    • Unbind: The template needs to be removed from the phone. In the meantime, you will still have the option of assigning the template.
  • Status: Shows the device’s provisioning status as it is in the process of being provisioned. As long as the phone has been provisioned and is currently functioning, you will see the status Online, which means the phone is online.
  • Provision: The provisioning instructions will be displayed on the screen. Our provisioning guide can also be found on our website.
  • Set up as Common Area Phone: A common area phone can be created by turning an unassigned phone into a common area telephone.
  • Note: If the phone is unassigned, then this option will only appear.
  • Remove: Zoom Phone should be removed from the device.

Note: After making any changes to the device, it is important to resync the device. Normally, Poly and Yealink devices are configured in a way that allows the new provisioning to be applied without the device having to be restarted. If the settings are changed, the device may have to be restarted in order to take effect of the changes. The following guide will guide you on how to provision a desk phone or a paging or intercom device if you need to do so.