Managing Multiple Sites Follow

Overview

Sites allow you to group phone users together. For example, you could create multiple sites based on office location or department. You can also assign a site code to each site, allowing users to easily identify and dial phone extensions that belong to the same site.

This article covers:

Prerequisites

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

Enabling and Adding Multiple Sites

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementCompany Info.
  3. Click the Multiple Sites tab.
  4. Click the Multiple Sites toggle to enable it.
  5. Click Add and enter the required information:
    • Display Name: Enter a name to identify the site.
    • Site Code (only visible if you assigned site codes): Enter a site code for the new site.
    • Default Emergency Address: Click Add and select an existing emergency address you previously added or enter a new address.
    • Main Auto Receptionist: Click Add and create a new auto receptionist for the site, or copy an existing auto receptionist. Inbound calls to the site will be routed to the main auto receptionist.
    • SIP Zone: Select the nearest server location to improve call quality.
  6. Click Save. Repeat the steps above to add more sites.

Note:

  • The first site you add will become your main site (indicated by Main Site in the Multiple Sites tab). When you create new phone users, call queues, or auto receptionists, this site will be selected by default.
  • If you've already created phone users, call queues, or auto receptionists, they will be automatically assigned to the main site. See the section below to move them to another site.

Moving Users, Auto Receptionists, and Call Queues to Another Site

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

  1. Sign in to the Zoom web portal.
  2. Navigate to the Phone Users, Auto Receptionists, or Call Queues page.
  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.

Editing a Site

You can edit a single site to change its name, site code, default emergency address, or auto receptionist.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementCompany Info.
  3. Click the Multiple Sites tab.
  4. Click the name of the site you want to edit. You can edit the following:

    • Display Name: Click Edit beside your site's name and enter a new one.
    • Site Code (only visible if you assigned site codes): Enter a site code for the new site
    • Default Emergency Address: Click Emergency Addresses to add a new default emergency address or edit the existing one.
    • Main Auto Receptionist: Click the display name of the assigned auto receptionist to edit it.
    • SIP Zone: Click Change and select the nearest server location to improve call quality.
    • Company Info: Click Caller ID to set the outbound caller ID. Click Emergency Calling to view all emergency addresses that belong to the site and enable emergency calling for users.
    • Business Hours: Click Edit to set the default business hours for phone users in the site. Phone users will be able to change their specific business hours from the default.

Assigning Site Codes

After adding multiple sites to your account, you can optionally assign a site code to each site. This allows users to easily identify and dial users in the same site.

Assigning site codes will cause the following changes to phone users' extensions:

  • Site codes will be prefixed to each extension number that belongs to that site.
  • Existing extensions will be shortened (known as the short extension) so that they don't exceed the 6-digit limit. Users can dial the short extension to reach users in the same site.
  • The long extension is a combination of the site code and short extension. This can be used by external callers or users in other sites.
  • Site codes can be 1 to 2 digits. Since there is 6-digit limit on extensions, the short extension can be 2 to 5 digits.
  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementCompany Info.
  3. Click the Multiple Sites tab.
  4. Click the Site Code toggle to enable site codes.
  5. Click Yes to confirm you want to enable site codes.
  6. Select the character length of the site code and short extension, then click Next.
  7. Enter a site code for each site and click Next.
    Note: Each site must meet the character length requirement in the previous step.

    Each phone user will be automatically assigned a short extension number if their default extensions were too long.
  8. (Optional) Change the short extension number for each user.
  9. Click Confirm to add the site codes and assign new extensions to users.

Editing Site Codes

Follow these steps if you need to change all site codes at once and increase the length of site codes to accommodate more than 9 sites.

If you only want to change the site code for a single site, see Editing a Site.

Note: By editing site codes, all extensions will change.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementCompany Info.
  3. Click the Multiple Sites tab.
  4. Next to Site Code, click Edit.
  5. Select character length of the site code and short extension, then click Next.
  6. Enter new site codes for each site, then click Next.
  7. Click Yes to confirm changes.

Disabling Site Codes

If you don't want to use site codes, you can disable them.

Note: Disabling site codes will not revert extension numbers to their default extension numbers before you enabled site codes. Extension numbers will still be a combination of the site code and short extension, but you will lose the functionality of dialing the short extension number to reach users in the same site.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementCompany Info.
  3. Click the Multiple Sites tab.
  4. Turn off the Site Code toggle.
  5. Click Disable to confirm.
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