Manage multiple sites in Zoom Phone

overview

By using the site, you can organize the telephone users in your organization. For example, you can create multiple sites based on your office location. Here are the benefits of having multiple sites:

  • A main automatic receptionis assigned to each site, so you can forward calls to each site individually.
  • Each site has its own caller ID name, phone user , call queue , and unique phone , which makes it easier to manage extensions.
  • You can also assign a site code to each site, so users can easily identify and dial extensions that belong to the same site.
  • You can customize settingssuch as business hours at the site level instead of applying it to your entire organization .

Note : When you enable multiple sites, Zoom will automatically create the main site, and then move all of the items on this site ( multiple sites at the main site will not show). The organization has a company representative number , which applies to the main auto-reception on the main site .

The following figure shows the settings for two sites, the main site (headquarters) and the secondary site (branch office).

Content of this article:

  • Enable multiple sites
  • Add site
  • Enable and assign site code
  • Move users, auto-reception, and call queues to another site
  • Change site settings
    • profile
    • Configuration
  • Disable site code
  • Disable multiple sites

Prerequisites

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

Enable multiple sites

Note : When you enable multiple sites, Zoom will automatically create the main site, and then move all of the items on this site ( multiple sites at the main site will not show). The organization has a company representative number , which applies to the main auto-reception on the main site .

  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.
  4. In the Multiple Sitessection, click the toggle button to enable multiple sites.
  5. (Optional) Enableand assign the site code .

Add site

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Company Information] and then click the.
  3. Click Add Site andenter the required information.
    • Display Name: Enter a name that identifies the site.
    • Site code( displayed only if you have a site code ): Enter the site code for your new site.
      Note : The site code is a 1 to 3 digit number. The default extension number (site code + short extension number) is limited to 6 digits, so short extensions can be 2 to 5 digits. If you need a long extension, please contact Zoom.
    • Short extension( displayed only if you have a site code ): Specifies the length of the short extension for your site. If your site’s existing extension is too long or too short to meet this requirement, a dialog will appear prompting you to resolve the issue (collision).
      • Range (optional): Specifies a numeric range for short extensions.
    • Auto-receiptClick Add to create a new main auto-receipt for your site or copy an existing auto-receipt. Incoming calls to this site will be forwarded to the main auto-reception.
    • Default emergency contactClick Add and select an existing emergency contact you added in advance or enter a new address.
      Note : By default, this emergency contact applies to numbers added to all phone users and sites.
    • SIP Zone: Select the location of the server used by the Zoom Phone.
  4. Click Save.
  5. Repeat the above steps to add a site.
See also  Emergency contact settings and calls in Zoom Phone

Enable and assign site code

After adding multiple sites to your account, you can optionally assign a site code to each site. This makes it easy to identify and dial users on the same site.

Assigning a site code changes the extension number of the phone user as follows:

  • The site code is prepended to each extension that belongs to that site.
  • Existing extensions are shortened (short extensions) so they do not exceed the 6-digit limit. Users can dial a short extension to reach out to users on the same site.
  • A long extension is a combination of a site code and a short extension. This number is available to outside callers and phone users on other sites.
  • The site code is 1 to 3 digits. The default extension limit is 6 digits, so short extensions can be 2 to 5 digits. If you need a long extension, please contact Zoom.
  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.
  4. In multiple sitesections, click the site code toggle button to enable the site code.
  5. Specify the site codeand short extension length for each site and click Next .
    Note : The site code is 1 to 3 digits. The default extension limit is 6 digits, so short extensions can be 2 to 5 digits. If you need a long extension, please contact Zoom.

Move users, shared area phones, auto-reception, and call queues to another site

You can move to another site in your account by creating a phone user , shared area phone , call reception , or call queue .

  1. Sign in to the Zoom web portal.
  2. Click Phone System Administrationto go to one of the following pages.
    • Users and RoomsUsers , Zoom Rooms , or Common Area Phones tab)
    • [Automatic reception]
    • Call Queue
  3. Click the check box to select the move target, and then click Move Site at thetop of the table .
  4. Select your target siteand click Confirm .
See also  How to Change phone settings in Zoom App (web portal)

Change site settings

Note : Use Zoom Phone Role Management to allow phone users to access and manage site settings.

You can also edit the name, site code , default emergency contact , or automatic reception for a single site .

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Company Information] and then click the.
  3. Click the site name you want to edit.
    You can edit the following settings on each tab:

Profile tab

  • Display Name: Click Rename next to the name and enter a new name.
  • Site code( displayed only if you have enabled the site code ): Enter the site code for your new site.
    Note : The site code is a 1 to 3 digit number. The default extension limit is 6 digits, so short extensions can be 2 to 5 digits. If you need a long extension, please contact Zoom.
  • Short extension( displayed only if the site code is valid): Specifies the length of the short extension number for the site. If your site’s existing extension is too long or too short to meet this requirement, a dialog will appear prompting you to resolve the issue (collision).
    • Range (optional): Specifies a numeric range for short extensions. If the existing extension is outside this range, a dialog appears asking if you want to edit the extension or out of the specified range.
  • Automatic reception: Displays the main automatic reception of the site. Click the display name of the automatic reception to edit it.
  • Default emergency contact: Shows the emergency contact for the site. Click Edit to edit.
  • Country: Shows the site’s default emergency contact Reserved extensions that cannot be used depend on the country.
  • SIP Zone: Shows the location of the server used by the Zoom Phone. By default, Zoom chooses the closest location based on the site’s emergency contacts .
  • Caller ID NameClick Change or Settings to customize the caller ID name for your outside line.

Policy tab

Change your site’s policy settings .

Settings tab

Hours

Change the default open / closed / holiday hours. You can change the same content as the account level settings .

Call park

Change the call park settings.

Security

Upgrade device encryption .

Caller ID

  • User’s Additional Caller ID: Controls the phone user’s access to the caller ID number .
  • Display the caller ID of an internal callDisplay the direct phone number of an extension call from the call queue or automatic reception . That is, when the user dials the internal extension number with the caller ID as the caller ID , the recipient will see the selected caller ID. If you disable this setting, call notifications only display extension numbers.
See also  Inbound call notifications In Zoom(desktop client and mobile app)

Audio prompt

Change the default audio settings .

Fixed telephone

Set or change the firmware update rules .

template

Create a template to apply the settings to phone users in bulk.

others

Enables a dial directory by name that allows you to enter a name to search for phone users in your account .

Emergency services tab

Change your site’s emergency contacts and call settings .

Disable site code

If you don’t want to use the site code, you can disable it.

Note : Disabling the site code does not revert the extension to the default extension before you enabled the site code. The extension remains a combination of the site code and the short extension, but you lose the ability to contact users on the same site with the short extension.

  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.
  4. Turn off the toggle button for the site code.
  5. Click Disableto confirm the operation.

Disable multiple sites

If you don’t want to use multiple sites, migrate users, numbers, and phones to the main site before turning off multiple sites.

Delete the site and move the assets to the main site

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Company Information] and then click the.
  3. Click the site name that does not have (main site)at the end of the name.
  4. Click Delete Site.
  5. In the drop-down menu, select the name of the main site where you want to move all users, numbers and phones.
  6. Repeat this procedure for each site that is not the main site.

Disable multiple sites

You can turn off multiple sites after deleting sites other than the main site.

  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.
  4. Click the Multiple SiteToggle button in the Multiple Sites section .
  5. Click Disableto confirm the operation.