Zoom Phone on the Web Portal

After completing the initial setup process, users can access most of their Zoom Phone settings and features from the Phone tab on the web portal. By default, clicking the Phone tab will open the Settings screen; however, users can also switch to the History, Voicemail, and Recording tabs, which are also available within the Zoom Workplace app.

Settings

From the Settings tab on the web portal, users can edit the following settings and features:

Call Handling

Call handling settings determine how calls are routed or handled, and can be specified to operate differently during a user's defined business, closed, or holiday hours. For example, users can customize settings so that they will receive calls on the Zoom Workplace desktop and mobile apps during their defined business hours, but during closed hours, all calls will go straight to their voicemail.

Configurable settings for call handling include:

Refer to Zoom's support center for more information on configuring call handling settings.

Call Delegation

Call delegation (also known as shared line appearance) provides an easy way for phone users to assign others to handle calls on their behalf. This is commonly utilized when an executive assigns calling privileges to an assistant, allowing the assistant to make, answer, or hand off calls on the executive's behalf; however, this feature can apply to other scenarios where line sharing is beneficial as well.

Refer to Zoom's support center for more information on setting up call delegation.

Membership

The Membership subsection of a user's settings screen displays the user's association with the following features:

Users can additionally opt in or opt out of receiving calls from their associated Call Queues and Shared Line Groups from this page, as well as from the Zoom Workplace app; however, these opt-in/out privileges do not affect the user's membership status for those groups.

Intercom

For accounts utilizing the Intercom feature, users have the option to assign a common area phone or another Zoom Phone user for sending or receiving audio intercom calls. Additionally, users must utilize this section to allocate a line key on their desk phone specifically for the intercom feature.

Refer to Zoom's support center for more information on setting up and using audio intercom.

Desk Phone

From the Desk Phone subsection, users can configure the following settings for a provisioned and associated IP desk phone:

Others

From the Others subsection, users can configure the following settings:

Recording

From the Recording tab, users can access their own recordings and other recordings they have been granted access to, such as from a Call Queue or another user. From this screen, users can also search for or filter their recordings by date, name, extension and number.

Refer to Zoom's support center for more information on Accessing Recordings From the Web Portal.

Web Portal Call History

From the History tab, users can access their personal call history, including the ability to filter their calls by date, name, extension, phone number, missed calls, or calls with a special designation, like if it was marked as spam or blocked due to certain conditions. Users can also use this screen to export their call history into a CSV file, block numbers from calling them, or add a client code for tracking.

Refer to Zoom's support center for more information on Accessing Call History From the Web Portal.

Voicemail & Videomail

From the Voicemail & Videomail tab, users can access their personal and shared voicemail messages, including the ability to filter their messages by date, name, extension, and phone number. Users can also filter messages marked as read, unread, and follow up, in addition to messages with a special designation, including circumstances where a call may be marked as spam or blocked due to certain conditions.