Provisioning 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.

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account Owner or Admin Permissions
  • Zoom Phone license 
  • Supported devices

Adding a Desk Phone

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

  1. Log in to the Zoom web portal.
  2. Navigate to the Phones & Devices page and click Add.
  3. Enter the following information:
    • Assigned To: Click Choose to select the phone users to assign desk phones to. If you have multiple sites, the desk phone will belong to the same site as the phone user.
    • Name (Optional): Enter a display name to identify the desk phone.
    • Device Type: Select the brand and model number using the drop-down menus.
    • MAC Address: Enter the 12-digit MAC address of the desk phone.
  4. Select Do Provisioning after Saving then click Save.
  5. Follow the on-screen instructions to complete provisioning then click Next.
  6. Click Check to check if the phone was provisioned successfully.
    If you're having problems, make sure you have the latest Polycom or Yealink firmware installed on your phone. You can also follow the support article about provisioning Polycom or Yealink phones.

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. Log in to the Zoom web portal.
  2. Navigate to the Phones & Devices page.
  3. Click the display name of the device you want to edit.
  4. You can edit the following settings:
    • 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: Click Edit to change the device brand and model.
    • MAC Address: Click Edit to change the 12-digit MAC address of the desk phone.
    • 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.
  5. If you need to provision the phone, click Provisioning, follow the on-screen instructions to complete provisioning then click Next.
  6. Click Check to check if the phone was provisioned successfully.
    If you're having problems, make sure you have the latest Polycom or Yealink firmware installed on your phone. You can also follow the support article about provisioning Polycom or Yealink phones.

Adjusting 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. Log in to the Zoom web portal.
  2. Navigate to the CompanyInfo page and click the General tab.
  3. 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.

Adding a Common Area Desk Phone

Follow these steps if want to provision a desk phone that can be used by anyone. For example, if your office has shared desks that don't belong to a specific employees, you could add a common area phone so that any person can use it.

Note: The common area desk phone will have its own extension number. You can also assign a direct number after you provision it.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phones & Devices page and click the Common Area Phones tab.
  3. Click Add and enter the following information:
    • Site (only visible if you have multiple sites): Select the site you want the desk phone to belong to.
    • Display Name: Enter a display name to identify the desk phone.
    • Description (Optional)Enter a description to help you identify the location of the desk phone.
    • Extension Number: Enter an extension number to assign it to the desk phone.
    • Device Type: Select the brand and model number using the drop-down menus.
    • MAC Address: Enter the 12-digit MAC address of the desk phone.
    • EmergencyAddress: Select an emergency address to assign to the desk phone.
  4. Select Do Provisioning after Saving then click Save.
  5. Follow the on-screen instructions to complete provisioning then click Next.
  6. Click Check to check if the phone was provisioned successfully.
    If you're having problems, make sure you have the latest Polycom or Yealink firmware installed on your phone. You can also follow the support article about provisioning Polycom or Yealink phones.

    To assign a phone number to a common area phone, see Managing Phone Numbers.
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