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: Starting on March 20, 2022, policy settings are available in group management. Learn more about these changes and how it affects the policy settings hierarchy.
This article covers:
Note: Standalone customers (accounts with one user) can’t use group management.
Account owner or admin privileges
Admins must have the following privileges to access these Zoom Phone setting levels:
Group-level policy settings: Groups privilege
Site-level policy settings: Phone Site Admin or Phone Super Admin default role; or Phone Management privilege
Account-level policy settings: Account settings privilege
Note: By default, Zoom Phone admins with the Phone Site Admin role do not have access to group management to change group-level policies.
Note: This section only applies to these account-level only policy settings, Automatically Call From 3rd Party Apps, Monitoring, Soft Delete Users.
Note: This section only applies if you have multiple sites.
The following table indicates available policy settings at various levels and extensions. Learn more about the priority that policy settings are applied.
Settings marked with an asterisk (*): You can only change these policy settings at the site level if you have multiple sites. If you disabled multiple sites, you can only change these at the account or group level.
|Advanced Encryption: Allow voicemail to be encrypted with keys not accessible to Zoom servers||✔||✔||✔||✔|
|Ad Hoc Call Recording||✔||✔||✔*||✔||✔|
|Allowed Calls/SMS Locations||✔||✔||✔||✔||✔||✔|
|Allow member Ad Hoc Call Recording for Queue Calls||✔|
|Allow users to edit call handling settings: When disabled, this setting restrict users from changing their call handling settings.||✔||✔||✔|
|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.
|Automatically delete Inactive and Soft Deleted users||✔|
|Call Forwarding to External Numbers: Allow phone users to forward to external phone numbers using their call handling settings.||✔||✔||✔|
|Call Live Transcription||✔||✔||✔||✔|
|Call Overflow or Call Transferring ||✔||✔||✔||✔|
|Call Queue Opt-out Reason||✔||✔||✔|
|Call Queue Pickup Code||✔|
|Check voicemails over phone||✔||✔||✔*|
|Desktop Power User||✔|
|Display Zoom Phone numbers in E.164 format: Specify the default Zoom Phone numbers format in all products admin portals.||✔|
|Elevate a Call to a Meeting||✔||✔||✔||✔|
|Emergency Address Management||✔*||✔|
|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.||✔|
|End Personal conference call once the call originator drops: Personal conference call ends when the originator who first merges participants into the conference drops.||✔|
|External Calling on Zoom Rooms Common Area||✔|
|Hand Off to Room||✔||✔||✔||✔|
|IP Address Access Control: Allow the access of phone recording/voicemail/videomail/SMS attachments only from specific IP addresses||✔|
|Manage Zoom Revenue Accelerator access to Zoom Phone recordings: Allow Zoom Phone admins to manually add Zoom Phone recordings owned by users to Zoom Revenue Accelerator||✔|
|Mobile Switch to Carrier||✔||✔||✔|
|Nomadic Emergency Services||✔*|
|Personal Audio Library: Allow phone users to change their voicemail greeting, message greeting, and/or hold music. If disabled, default audio settings will be applied and phone users can't change it.||✔||✔||✔*|
|Personal Voicemail & Videomail||✔||✔||✔*||✔|
|Restricted Calls/SMS Hours||✔||✔||✔||✔||✔||✔|
|Select the number of source ports||✔|
|Select 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||✔*|
|Shared voicemail notification by email: Users will receive an email notification when there is a new shared voicemail.||✔||✔||✔*||✔|
|SMS: Allow phone users or call queue / auto-receptionist members to send and receive SMS messages.||✔||✔||✔||✔||✔||✔|
|SMS Etiquette Tool: Identify defined keywords and text patterns over SMS and prevent users from sharing unwanted messages.||✔||✔|
|Soft Delete Users||✔|
|Soft Delete History, Voicemail and Recordings||✔|
|Voicemail notification by email||✔||✔|
|Voicemail/Videomail Transcription: Phone users can access voicemail transcriptions in the Zoom desktop client or voicemail/Videomail notification emails.|
Note: This policy setting is also available for auto receptionists, call queues and shared line groups.
(Only voicemail transcription is supported at this time)
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