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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. You can use a template to bulk apply certain policy settings.

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

Accessing policy settings

Account (account management)

Note: This section only applies to these account-level only policy settings, Automatically Call From 3rd Party Apps, Monitoring, Soft Delete Users.

  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 below for available settings.

Account (company info)

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click Account Settings at the top.
  4. Click the Policy tab.
  5. Click the toggles to enable or disable policy settings. See the table below for available settings.

Site

Note: This section only applies if you have multiple sites.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click the name of the site you want to edit.
  4. Click the Policy tab.
  5. Click the toggles to enable or disable policy settings. See the table below for available settings.

Extension (phone user, common area phone, Zoom Room, or call queue)

  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 below for available settings.

Removing extensions from being exempt

If you set a different policy setting for a specific extension, you can remove this exemption so that the account-level policy setting is applied.

Note: This only applies to the policy settings for ad hoc call recording, automatic call recording, and international calling.

  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.

Available policy settings

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

Note:

  • Site column: These policies can be changed in the account-level policy settings if you don't enable multiple sites.
  • The lower-level policy setting overrides higher-level policy settings. For example, if enabled for a specific phone user but disable at the site level, the phone user setting takes effect.
Policy setting Account
Site
Phone
user

Common
area
phone

Zoom
Room
Call
queue
Auto receptionist
Ad Hoc Call Recording          
Auto Delete Data After Retention Duration: Configure rules for what data is retained, the duration of the retention period, and how to delete data after the retention duration.            
Automatic Call Recording        

Automatically Call From 3rd Party Apps: Allow third-party apps to place a Zoom Phone call.

Note: This feature needs to be enabled by Zoom.

           
Call Forwarding to External Numbers: Allow phone users to forward to external phone numbers using their call handling settings.
           
Call Overflow or Call Transferring
       
Call Queue Pickup Code
           
Check voicemails over phone
           
Delegation
       
Desktop Power User            
Elevate a Call to a Meeting
       
Emergency Address Management: The phone user can change their emergency address.            
Emergency Calls to Public Safety Answering Point (PSAP): The phone user can place emergency calls to a PSAP. Emergency calls are routed based on emergency call routing settings.            
Forward shared voicemails to emails: Allow voicemails from call queues, auto receptionists, and shared line groups to be forwarded to internal or external emails.            
Hand Off to Room
       
Hot Desking            
International Calling      
Mobile Switch to Carrier
       
Monitoring            
Nomadic Emergency Services            
Personal Audio Library: Allow phone users to change their voicemail greeting, message greeting, and hold music. If disabled, default audio settings will be applied and phone users can't change it.            
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.      
Set caller ID viewing preferences for redirected calls
           
SMS: Allow phone users or call queue / auto receptionist members to send and receive SMS messages    
Soft Delete Users: Allows you to soft delete phone users by clicking the option to Move to Trash. Soft-deleted user can be restored within 30 days. After that, the phone user will be permanently deleted from the account. This setting doesn't apply to Zoom Rooms with a phone license or common area phones.            
Soft Delete History, Voicemail and Recordings: Allows phone users to soft delete call history, voicemail, and recordings. Users can restore their soft-deleted items within 30 days. After that, it will be permanently deleted. To correctly see recovered items in the client, phone users must have client version 5.6.0 or higher. This feature needs to be enabled by Zoom.
           
Voicemail: Phone users can receive, access, and share voicemails.    ✔        
Voicemail Transcription: Phone users can access voicemail transcriptions in the Zoom desktop client or voicemail notification emails.

Note: This policy setting is also available for auto receptionists.
      ✔ 

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