Changing Zoom Phone policy settings

Account owners and 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.

This article covers:

Requirements for changing Zoom Phone policy settings

Note: By default, Zoom Phone admins with the Phone Site Admin role do not have access to group management to change group-level policies.

How to access policy settings

Account (using 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 as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Zoom Phone tab.
  4. Locate the policy setting you want to change. See the table below for available settings.
    Tip: Enter keywords in the search bar above the Zoom Phone tab to find settings.
  5. Click the toggles to enable or disable the policy setting.
  6. (Optional) To prevent all users in the account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Site

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

  1. Sign in to the Zoom web portal as an admin with the privilege to edit sites.
  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.
  6. (Optional) To prevent users in the site from changing this setting, click the lock icon , and then click Lock to confirm the setting

Group (using group management)

  1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
  2. In the navigation panel, click User Management then Groups.
  3. Click on the desired group name.
  4. Click the Zoom Phone tab.
  5. Locate the policy setting you want to change. See the table below for available settings.
    Tip: Enter keywords in the search bar above the Zoom Phone tab to find settings.
  6. Click the toggles to enable or disable policy settings.
    Note: Group settings labeled with Using account setting means you haven’t modified the group level setting and it’s currently using the account setting.
  7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.
    Note: For users in multiple groups, the primary group takes priority over other groups. See the priority table for more information.

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

  1. Sign in to the Zoom web portal as an admin with the privilege to edit extensions.
  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.

Available policy settings

The following table indicates available policy settings at various levels and extensions. Learn more about the priority that policy settings are applied.

Note: 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.

Policy settingAccountGroupSitePhone userCommon area phoneZoom RoomCall queueAuto receptionist
Activate Zoom Phone users automatically✔       
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      ✔ 
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.  ✔*     
Audio Intercom✔✔✔*✔✔   
Automatic Call Recording✔✔✔✔✔ ✔ 

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

Note: This feature must 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 Me On✔✔✔✔    
Call Overflow or Call Transferring
✔✔✔✔    
Call Park✔✔✔✔✔   
Call Queue Opt-out Reason
✔ ✔   ✔ 
Call Queue Pickup Code
      ✔ 
Call summary with AI Companion✔✔✔✔    
Check voicemails over phone
✔✔✔*     
Delegation
✔✔✔✔    
Desktop Power User   ✔    
Display Zoom Phone numbers in E.164 format: Specify the default Zoom Phone numbers format in all products admin portals.✔       

Display end-of-call experience feedback survey
Note: You must have the Zoom Phone Power Pack add-on to manage this setting.

✔✔✔✔    
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     ✔  
Fax Setting✔✔✔✔  ✔✔
Hand Off to Room
✔✔✔✔    
Hot Desking    ✔   
International Calling✔✔✔✔✔✔  
IP Address Access Control: Allow the access of phone recording/voicemail/videomail/SMS attachments only from specific IP addresses✔       
Local Survivability Mode: Allow users or extensions to have core Phone services in the event of an outage.✔✔✔✔✔ ✔✔
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
✔ ✔✔    
Monitoring✔       
Nomadic Emergency Services  ✔*     
Outbound Calling✔✔✔✔✔✔  
Paging✔       
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✔✔✔* ✔    
Private Call Park✔ ✔     
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.✔✔      
SMS Templates✔✔✔✔  ✔✔
Soft Delete History, Voicemail and Recordings
✔       
Team SMS thread summary with AI Companion✔ ✔   ✔✔
Voicemail    ✔ ✔✔
Voicemail/videomail notification by email
✔✔✔✔

✔

Note: Only voicemail notification by email is supported.

 ✔✔
Voicemail prioritization with AI Companion✔✔✔✔

 

   
Voicemail tasks with AI Companion✔✔✔✔

 

   

Voicemail/Videomail Transcription: Phone users can access voicemail transcriptions in the Zoom desktop app or voicemail/videomail notification emails.

Note: This policy setting is also available for auto receptionists, call queues, and shared line groups.

✔✔✔*✔

✔

Note: Only voicemail transcription is supported at this time.

 ✔ ✔

Zoom Phone on Mobile

✔✔✔*     

Zoom Phone on PWA

✔✔