Managing phones and devices Follow

Overview

Note: Before adding a desk phone to the Zoom web portal, see an overview of the provisioning process.

Phone users can make and receive calls using the Zoom Desktop Client or Mobile App. As the account owner or admin, you can provision and assign devices to users that require a phone or device. Each user can be assigned up to 3 phones or devices. You can also add a common area phone that is shared by several users in your organization.

This article covers:

Prerequisites

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

Adding a device

Follow these steps to add a certified device, assign it to a user, and provision it.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Phones & Devices.
  3. Click Add.
  4. Enter the following information:
    • MAC Address: Enter the 12-digit MAC address of the device. 
      Note: If you're using a wireless DECT phone, enter the wired MAC address, not the wireless MAC address.
    • 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 phone to. If you have multiple sites, the phone will belong to the same site as the phone user.
      Note: If the device supports multiple phone users, you can assign more than one phone user.
    • Display Name: Enter a display name to identify the phone.
    • Provision Template (Optional): Only visible if you select a device that supports provision templates. Select a provision template to apply custom settings to the phone.
  5. Click Save.
  6. Complete the provisioning process.

Adding a paging or intercom device

Follow these steps to add a supported paging/intercom device, assign it to a user, and provision it.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Phones & Devices.
  3. Click Add.
  4. Enter the following information:
    • Assigned To: Enter the username or email of the phone user to assign the device to. If you have multiple sites, the device will belong to the same site as the phone user.
    • Display Name: Enter a display name to identify the device.
    • MAC Address: Enter the 12-digit MAC address of a supported device
    • Device Type: Select Algo/Cyberdata and Paging&Intercom.
  5. Click Save.
  6. Complete the provisioning process by following the guides from Algo or Cyberdata.

Assign multiple extensions to an analog telephone adapter (ATA)

After you add a certified ATA and provision it, you can assign multiple phone users or common area phones to the ATA.

  1. Follow the instructions to add a device.
  2. In the navigation menu, click Phone System Management then Phones & Devices.
  3. Click the display name of the ATA you want to edit.
  4. Click the Assigned Extensions tab.
  5. Click Add then Common Area Phones or Phone Users.
  6. Specify or select the common area phone or phone, then click Save.

Batch adding unassigned phones or devices

You add several devices at once using a CSV file. Added devices will need to be provisioned.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Phones & Devices.
  3. Click the Unassigned tab.
  4. Click Import at the top of the page.
  5. If you created multiple sites, select the target site you want the users to belong to.
  6. Click CSV Sample. You can download a sample CSV file and view the required fields.
    Note: Click Supported Manufacturers and Models to view a list of acceptable entries. Fill in the Manufacturer and Model columns using this list for the CSV file to import correctly.
  7. Click Download
  8. Fill out the fields in the CSV sample using spreadsheet software like Microsoft Excel.
    Note:
    • Do not delete the first row with the field names. Make sure the manufacturers and models are correctly filled in.
    • If you have multiple sites, but haven't enabled site codes, leave the Site Code column blank. The phone will import to the target site you selected.
  9. Click Upload CSV and select your completed CSV file to start the batch process.
    Note: If there's an error in one or more fields, the batch process will not complete. You will have these options:
    • Click Details to see a description of fields that were not filled in correctly.
    • (If applicable) Click Ignore Issues and Upload Others to continue the batch process. Any rows in the CSV with errors will not be imported. You won't see this option if all rows have errors.
    • If all rows in the CSV have errors, the batch process will not complete. Click Reupload after you fix the CSV file.
    • Click Close to cancel the batch import process.
  10. Click Close if the batch process is successful.
  11. Complete the provisioning process for desk phones or paging/intercom devices.

Assigning a phone or device

Follow these steps if you need to view unassigned device you have added and assign one to a phone user.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Phones & Devices.
  3. Click the Unassigned tab.
  4. Find the device you want to assign.
    Note: If the device was previously assigned to phone user, but you unbinded it, the device's display name will revert the to default name Desk Phone.
  5. Click Assign to in the last column.
  6. Select a phone user to assign the device to.
  7. Click OK.