Changing Zoom Phone policy settings Follow

Overview

Admins can use Zoom Phone policy settings to enable or disable certain Zoom Phone features. Policy settings can be applied to the entire account or specific phone users, common area phones, Zoom Rooms with a Zoom Phone license, or call queues.

Note: Policy settings for extensions will override the account setting. For example, you could disable international calling for the entire account, while allowing specific phone users to place international calls.

This article covers:

Prerequisites

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

Available policy settings

You can enable or disable the policy settings for the following extensions:

Policy setting Entire account Phone user

Common area phone

Zoom Room Call queue
Selecting Outbound Caller ID: The extension can select their outbound caller ID number before placing a call. If disabled, they can only use their default outbound caller ID number.    
Emergency Address Management: The phone user can change their emergency address.        
Emergency Calls: The phone user can place emergency calls. Emergency calls are routed based on emergency call routing settings. If disabled, the phone user will hear an audio prompt when they make an emergency call.        
Automatic Call Recording: Zoom Phone calls are automatically recorded. Before the call is connected, both parties will hear an audio prompt notifying them that the call will be recorded.      
Ad Hoc Call Recording: The extension can record calls using in-call controls. If disabled, they can still access existing call recordings.      
International Calling: The extension can make international calls. If disabled, they will hear an audio prompt informing them that the call cannot be completed. You can also specify countries/regions that users can call.  
Voicemail transcription: The phone user can access voicemail transcriptions in the Zoom Desktop Client or voicemail notification emails.        

 

Customizing settings for automatic call recording

If you enable Automatic Call Recording, you can customize these settings:

  • Recording calls of (only available if enabling automatic call recording for phone users): Specify to record inbound calls, outbound calls, or both.
  • Play a disclaimer prompt to all call participants: Click the check box to play a disclaimer prompt warning call participants that the call will be recorded. The prompt is played before the call is connected. Select the default prompt, or click Audio Library to select, record, or upload custom audio.

Note:

  • By default, automatic recordings for phone users are only accessible by admins. Automatic recordings for call queues are accessible by admins and the associated call queue manager.
  • Share call recordings to allow phone users to access automatic recordings.
  • Automatic recordings end if the phone user transfers the call
  • If a phone user adds a call while automatic call recording is enabled, the recording will continue for the initial call. Zoom Phone will also automatically start a new recording for the added call. When they merge the call, the new recording will continue for the merged call.

Changing policy settings for the entire account

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Zoom Phone tab.
  4. Click the toggles to enable or disable policy settings. See the table above for available settings.

Note: If you set a different setting for a specific phone user, common area phone, or Zoom Room, click View to see extensions that are exempt from the policy set for the entire account.

Changing policy settings for a specific phone user, common area phone, or Zoom Room

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management and go to one of these pages:
  3. Click the Policy tab.
  4. Click the toggles to enable or disable policy settings. See the table above for available settings.

Removing phone users, common area phones, or Zoom Rooms from being exempt

If you set a different policy setting for a specific phone user, common area phone, or Zoom Room, you can remove this exemption so that the account-level policy setting is applied.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Zoom Phone tab.
  4. Click View under a policy setting to view all extensions that have a different policy setting than the account-level settings.
    Note: For the Automatic Call Recording policy settings, click Privileged Extensions to see all users that have it enabled.
  5. Click the check boxes to select extensions.
  6. Click Remove.

Changing allowed countries/regions for outbound calling

After changing the policy setting for international calling, you can change the countries/regions phone users can call.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Billing.
  3. Scroll down to the Zoom Phone row.
  4. Click View/Edit Countries/Regions.
  5. Click the check boxes to specify countries/regions that phone users can call.
  6. Click Save.
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