Managing phone users in Zoom

overview

As a Zoom account owner or administrator, you can assign or remove Zoom Phone licenses. When you assign a Zoom Phone license to a user, they are automatically assigned an extension number. You can also assign a Zoom Phone license to Zoom Rooms to enable outgoing and incoming calls.

After assigning a license, you can also change the phone user settings and assign a direct number .

 

Prerequisites

  • Professional, business, or educational account
  • Account owner or administrator privileges
  • Zoom Phone License

Assign a license to an existing user

You can assign Zoom Phone licenses to existing Zoom users (up to 100 licenses at a time) to make and receive calls. The user is assigned an extension and is displayed on the Users and Rooms page.

Note : To assign more than 100 licenses at a time, see Assign licenses in bulk .

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Users and room] and then click the.
  3. Click Add.
  4. Specify the following information:
      • Sites: If you have created multiple sites, select the site you want the user to belong to.
      • UserClick Select . Find the user you want to assign a license to and click the checkbox next to the name. You can select up to 100 users at a time. Click Confirm .
      • Package: If you want to assign an outgoing call package, click Assign and select the call package.
      • Specify a template to assignto a user : If you wantto apply the template toselected users,click the checkbox to specify the template.
    1. Click Saveto assign the license to the selected users.
      Zoom Phone automatically assigns an extension number to each user. Users will also receive an email notification with an extension number and a link to change basic phone settings.
      Note : To edit a user’s extension, you need to change the user settings .

Read it also –

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Basic Operation Of Zoom Phone User
Changing Phone User Settings In Zoom App
Getting Started With Zoom Phone Users
Batch Importing Exporting Or Updating Phone Users In Zoom App
Bulk Import And Update Of Zoom Phone Users
Scim Attributes For Provisioning Phone Users In Zoom App

 

Resend the welcome email

After assigning the Zoom Phone license to the user, the user will receive an email notification with a link to change the extension number and basic phone settings. If the user has not set up an account, you can resend this email.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Users and room] and then click the.
  3. Click the name of the phone user.
  4. Click the Profile
  5. Scroll to the bottom of the page and click Resend Invitation.

Assign call packages to phone users

After assigning a license, if you want to enable outgoing calls for phone users, you can assign a calling package.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Users and room] and then click the.
  3. Click the name of the phone user.
  4. Click the Profile
  5. Packagein the [assign] and click.
  6. Select a calling package and click Save.
  7. Direct-dial numberIf you want to assign to Zoom, number in the [assign] and click.
  8. Search for the direct number and click the checkbox next to the number.
  9. Click Confirm.

Assign a license to a new user

You can also create a new user and assign a Zoom Phone license.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [User Management][user] and then click the.
  3. Click + Add User.
  4. Enter the information required to add the user.
    Note : Select the Zoom Phone license as the user type .
  5. Click Addto create a user with a Zoom Phone license.
    Once you verify your account, the user will be assigned an extension and will appear in Phone Systems Administration > Users and Rooms . You will also receive an email notification with your extension number and a link to change your extension.
  6. If you want to enable outgoing calls, follow the steps to assign a call package.

Remove a phone user’s license or calling package

After assigning a license to a user, you can revoke access to the Zoom Phone by deleting the license. After deleting the license, you will be able to reassign the number associated with the license. You can also remove the call package from the user if you want to disable outbound calls.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [Phone System management][Users and room] and then click the.
  3. Click the checkbox next to each user for whom you want to remove the license or calling package.
  4. Click Deleteat the top of the table, then click one of the following options:
    • Delete UserRemoves the Zoom Phone license from the selected users. Click Delete to confirm the operation.
    • Remove All Packages: Removes call packages from the selected users. Click Delete to confirm the operation.
      Note : Deleting a calling package also deletes the assigned direct number .

Frequently Asked Questions

 

The process of assigning a phone number to a business
  1. Click Phone System Management from the navigation menu and then click Phone Numbers from the drop-down menu.
  2. On the left side of the screen, you will see the Unassigned tab.
  3. Once you have selected the number that you would like to assign, you can then select Assign To from the drop-down menu that appears.
  4. You can assign the number to one of the following extensions: User. …
  5. In the text box, you can search for extensions by entering a search term.
  6. Click on the OK button to complete the process.
Become a Zoom owner or administrator with the ability to modify account settings by logging in to the Zoom web portal. Select Account Management from the navigation menu, followed by Account Settings from the Account Management menu. The Audio Conference tab can be found by clicking the menu button. To enable or disable this feature, you must click on the toggle next to the Call Me and Invite by Phone button.
 
The process of adding members to roles can be explained in the following way:
  1. You should ensure that you are able to access the Zoom web portal either by logging into it as the account owner or as someone who has the appropriate rights to edit the role in the account.
  2. Using the navigation menu at the top of the screen, select User Management, then Roles from the drop-down menu.
  3. Go to the Phone tab and click on it.
  4. In order to assign members to a specific role, you will need to click Edit next to that role.
  5. On the Roles Members tab, you will find a list of role members.
  6. The next step is to click on the Add Members button.
Zoom’s web portal can be accessed by logging in to your account. The phone system management menu can be found in the navigation menu on the left side of the screen, followed by the Users & Rooms heading on the right.
 
It is possible to see all of the contacts you have on your phone when you use Zoom via the Zoom mobile app, so that you will be able to invite them to join Zoom or use Zoom Phone to make a direct call from the Zoom app to those contacts. The matching of phone contacts can also be referred to as the matching feature. As described in the article, if you are trying to avoid using third-party services for the purpose of syncing your contacts, you have options other than using them.

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