Managing User Phones and Devices Follow

Overview

By default, all phone users can make and receive calls using the Zoom desktop and mobile applications. As the Zoom account owner or admin, you can provision and assign devices to users that require a desk phone. Each user can be assigned up to 3 desk phones. 

You can also add a common area phone that is shared by several people in your organization.

Note: After following this article to add a desk phone to the Zoom web portal, you have to complete provisioning using one of these methods.

  • Zero touch provisioning: If your phone supports zero touch provisioning, it will automatically reboot and provision itself. Your phone may reboot several times to complete provisioning. If you're having issues, reset the device to factory default and install the latest firmware (follow the steps for Polycom or Yealink devices).
  • Assisted provisioning: If you are having issues or your phone doesn't support zero touch provisioning, click Assisted Provisioning after adding the phone to the Zoom web portal and follow the on-screen instructions. Alternatively, you can follow the support article about provisioning Polycom or Yealink devices.

This article covers:

Prerequisites

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

Adding a Desk Phone

Follow these steps to add a desk phone, assign it to a user, and provision it.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementPhones & Devices.
  3. Click Add.
  4. Enter the following information:
    • MAC Address: Enter the 12-digit MAC address of the desk phone.
    • Device Type: Select the brand and model number using the drop-down menus.
    • Assigned To: Enter the username or email of the phone user to assign the desk phone to. If you have multiple sites, the desk phone will belong to the same site as the phone user.
    • Display Name: Enter a display name to identify the desk phone.
  5. Click Save.
    Follow one of these options to complete provisioning:
  • Zero touch provisioning: If your phone supports zero touch provisioning, it will automatically reboot and provision itself. Your phone may reboot several times to complete provisioning. If you're having issues, reset the device to factory default and install the latest firmware (follow the steps for Polycom or Yealink devices).
  • Assisted provisioning: If you are having issues or your phone doesn't support zero touch provisioning, click Assisted Provisioning after adding the phone to the Zoom web portal and follow the on-screen instructions. Alternatively, you can follow the support article about provisioning Polycom or Yealink devices.

Note: Make sure you don't have another provisioning server communicating with the device when you try to complete provisioning.

Editing a Desk Phone

Follow these steps if you want to edit an existing desk phone you've added. You can re-assigned the desk phone or unbind it so that it isn't assigned to anyone.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementPhones & Devices.
  3. Click the display name of the device you want to edit.
  4. You can view or edit the following:

    • Display name: Click Edit next to the display name to change it.
    • Site (only visible if you have multiple sites): Displays the site that the device belongs to. This is automatically populated with the associated phone user's site. To change the site, you need to move the associated phone user to another site.
    • Assigned To: Displays the phone user the device is assigned to. To reassign the device, click Edit and select another user. Click Unbind to remove the device from the user and make it available to assign.
    • Device Type: Displays the device's brand and model.
    • MAC Address: Displays the 12-digit MAC address of the desk phone. If you haven't provisioned the phone, you can click Edit to change the MAC address.
    • Status: Displays the provisioning status of the phone.
      If you provisioned the phone and it's currently functioning, you will see an Online status. Click Resync to resync the phone with the provisioning server.
    • Click Delete to remove the desk phone from the Zoom Phone.
  5. If you need to provision the phone, click Provisioning and follow the on-screen instructions to complete provisioning. You can also follow the support article about provisioning Polycom or Yealink phones.

Note: Make sure you don't have another provisioning server communicating with the device when you try to complete provisioning.

Changing Global Desk Phone Settings

You can globally set common configurations for desk phones provisioned in your account. Some settings may not work for all models.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementCompany Info.
  3. Click the General tab.
  4. Under Desk Phone, click Set beside each setting to change it:
    • Background Image: Enter an image URL to add a background image to the display of desk phones.
    • Time Format: Choose a 12 or 24 hour time format.
    • Network Time Protocol (NTP) Server: Enter a NTP server URL to automatically update the time displayed on desk phones.
    • Administrator Password: Enter an admin password so that only admins can access advanced settings of the desk phones.

For information on other global settings, see Managing Global Settings.

Was this article helpful?