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Using Zoom Phone role management Follow

Overview

You can use the role management feature to control access to features and settings in the Zoom web portal.

This article covers:

Default roles

There are four existing Zoom Phone roles that you can use:

Role name Level of access
Phone Super Admin All Zoom Phone features and settings in the web portal. 
Phone Site Admin Zoom Phone features and settings for a specific site, excluding settings that can only be changed at the account level
Call Queue Admin Features and settings for the specified target call queues, included associated call logs and recordings.
Auto Receptionist Admin Features and settings for the specified target auto receptionist. This doesn't include access to the associated call logs.

To use these roles, follow the sections below to assign members and targets.

Note:

  • The Phone Super Admin role doesn't require targets since it applies to all features and settings in the web portal.
  • You can't directly change the privileges for the 4 default roles. You can duplicate the role then change the privileges.

Adding members to roles

  1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
  2. In the navigation menu, click User Management then Role Management.
  3. Click the Phone tab.
  4. Click Edit next to the role you want to assign members to.
  5. Click the Role Members tab.
  6. Click Add Members.
  7. Enter names or email addresses to specify users to add as members.
    Note: The users you assign must have a Zoom Phone license.
  8. Click Add.

Note: You can also add members to roles using the User Management page.

Adding targets to roles

Add targets to specify the sites, call queues, or auto receptionists that the role applies to.

  1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
  2. In the navigation menu, click User Management then Role Management.
  3. Click the Phone tab.
  4. Click Edit next to the role you want to assign members to.
  5. Click the Targets tab.
  6. Click Add Targets.
  7. Select the sites, call queues, or auto receptionists to add to the role.
  8. Click Add.

Duplicating a default role and changing privileges

  1. Sign in to the Zoom web portal as the account owner or someone that has access to edit roles.
  2. In the navigation menu, click User Management then Role Management.
  3. Click the Phone tab.
  4. Click Duplicate next an default role.
    A copy of the role will be added to the bottom of the roles table.
  5. Click Edit next to the copied role.
  6. In the Role Settings tab, change the privileges.
  7. Assign members and targets to the role.

Privileges

You can change phone privileges depending on the default role you duplicated:

Phone Super Admin

Phone Site Admin

This role has the same privileges as the Phone Super Admin, but privileges are restricted to the target sites. For example, the Phone Number privilege allows members to view or edit phone numbers assigned to target sites.

Call Queue Admin

Note: These privileges only apply to the specified target call queues.

Auto Receptionist Admin

Note: These privileges only apply to the specified target auto receptionists.