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Managing multiple sites Follow

Overview

Sites allow you to organize the phone users in your organization. For example, you could create multiple sites based on office location. Here are some benefits of having multiple sites:

  • Each site has its own main auto receptionist so you can route calls differently for each site.
  • Each site has also has its own caller ID name, phone numbers, call queues, and desk phones so you can better managed your extensions.
  • You can assign a site code to each site, allowing users to easily identify and dial phone extensions that belong to the same site.
  • You can customize some settings, like business hours, at the site level instead of applying them for the whole organization.

Note: After enabling multiple sites, Zoom will automatically create a main site and move everything to this site (indicated by Main Site in the Multiple Sites tab). Your organization still has one main company number, which will be applied to the the main auto receptionist of the main site.

The following diagram illustrates a two-site setup with a main site (headquarters) and a secondary site (satellite office):

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account owner or admin privileges
  • Zoom Phone license

Enabling multiple sites

Note: After enabling multiple sites, Zoom will automatically create a main site and move everything to this site (indicated by Main Site in the Multiple Sites page). Your organization still has one main company number, which will be applied to the the main auto receptionist of the main site.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click Account Settings.
  4. In the Multiple Sites section, click the Enable Multiple Sites toggle.
  5. (Optional) Enable and assign site codes.

Adding a site

After enabling multiple sites, you can add sites to organize phone users in your organization. See the overview section for an example.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click Add site and enter the required information:
    • Display Name: Enter a name to identify the site.
    • Site Code (only visible if you enabled site codes): Enter a site code.
    • Short Extension (only visible if you have site codes): Specify the length of short extension numbers for the site. If existing extension in the site are too long or short to meet this requirement, you will be prompted to fix the conflicts.
      • Range (Optional): Specify a number range for the short extensions.
    • Main Auto Receptionist: Click Add and create a new main auto receptionist for the site, or copy an existing auto receptionist. Inbound calls to the site will be routed to the main auto receptionist.
    • Country: Displays the country of the site's default emergency address. The country determines the reserved extension numbers that you can't use.
    • Default Emergency Address: Click Add and select an existing emergency address you previously added or enter a new address.
      Note: By default, this emergency address will be applied to all phone users and numbers you add to the site.
  4. Click Save.
  5. Repeat the steps above to add more sites.

After add a site, you change site-level settings.

Moving users, common area phones, auto receptionists, and call queues to another site

After creating phone users, common area phonesauto receptionists, or call queues, you can move them to another site in your account.

  1. Sign in to the Zoom web portal.
  2. Click Phone System Management and navigate to one of these pages:
  3. Click the checkbox to select what you want to move, then click Move Site at the top of the table.
  4. Select the target site and click Confirm.

Disabling multiple sites

If you don't want to use multiple sites, you need to move your users, numbers, and phones to the main site before you turn off multiple sites.

Deleting sites and moving assets to the main site

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click on a site name that does not have Main Site after its name.
  4. Click Delete Site.
  5. In the drop-down menu, select name of your main site to move all users, numbers, and phones.
  6. Repeat these steps for each site that is not the main site.

Disabling multiple sites

After deleting all sites except for the main site, you can turn off multiple sites.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click Account Settings.
  4. In the Multiple Sites section, click the Multiple Sites toggle.
  5. Click Disable to confirm.