Managing Zoom Phone automatic call recording settings
Account owners or admins can enable or disable the following policy settings for automatic call recording. The Automatic Call Recording setting allows Zoom Phone to be automatically recorded. You can customize an audio prompt to notify parties that the call will be recorded.
All call recordings will be saved to the cloud. Admins can access all call recordings using the call log. Users can access their own automatic call recordings using call history.
Learn more about managing Zoom Phone ad hoc recording settings.
Notes:
- Share recordings to allow phone users to access, download, or delete automatic recordings.
- Use Zoom Phone role management to allow users to access call recordings for specific users, groups, call queues, or sites.
Requirements for managing automatic call recording settings
- Pro, Business, or Education account
- Account owner or admin privileges
- Zoom Phone license
Limitations for managing automatic call recording settings
Automatic call recording has the following limitations:
- By default, automatic recordings for phone users are only accessible by admins. Automatic recordings for call queues are accessible by admins or a role with the associated privileges.
- Some scenarios can affect the active automatic call recording.
- The following features are enabled by Zoom and will be rolled out to accounts over time:
- Inbound audio notifications
- Outbound audio notifications
- Play a prompt only to caller before attempting to connect the call
- Redact personal and sensitive data
How to enable or disable automatic call recording
Automatically record all inbound and outbound calls.
Notes:
- If you have multiple sites enabled, you can change these settings at the site level. If you have multiple sites disabled, you can change these settings at the account level.
- You can also enable automatic call recording for call queues.
Account
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click Account Management then Account Settings.
- Click the Zoom Phone tab.
- Under General, click the Automatic Call Recording toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
Note: You must acknowledge and accept the terms and conditions of automatic recording. - (Optional) To prevent all users in your account from changing this setting, click the lock icon
, and then click Lock to confirm the setting. - Manage Automatic Call Recording settings.
Group
- Sign in to the Zoom web portal as an admin with the privilege to edit groups.
- In the navigation menu, click User Management then Groups.
- Click the applicable group name from the list.
- Click the Zoom Phone tab.
- Under General, click the Automatic Call Recording toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
Notes:
- You must acknowledge and accept the terms and conditions of automatic recording.
- If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
- (Optional) To prevent all users in the group from changing this setting, click the lock icon
, and then click Lock to confirm the setting. - Manage Automatic Call Recording settings.
Site
- Sign in to the Zoom web portal as an admin with the privilege to edit sites.
- In the navigation menu, click Phone System Management then Company Info.
- Click the applicable site name from the list.
- Click the Policy tab.
- Under General, click the Automatic Call Recording toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
Notes:
- You must acknowledge and accept the terms and conditions of automatic recording.
- If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
- (Optional) To prevent all users in the site from changing this setting, click the lock icon
, and then click Lock to confirm the setting. - Manage Automatic Call Recording settings.
Call queue
- Sign in to the Zoom web portal as an admin with the privilege to edit call queues.
- In the navigation menu, click Phone System Management then Call Queues.
- Click the applicable call queue name from the list.
- Click the Policy tab.
- Under General, click the Automatic Call Recording toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
Notes:
- You must acknowledge and accept the terms and conditions of automatic recording.
- If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
- Manage Automatic Call Recording settings.
Phone user
- Sign in to the Zoom web portal as an admin with the privilege to edit phone users.
- In the navigation menu, click Phone System Management then Users & Rooms.
- Click the Users tab.
- Click the applicable phone user name from the list.
- Click the Policy tab.
- Under General, click the Automatic Call Recording toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
Notes:
- You must acknowledge and accept the terms and conditions of automatic recording.
- If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
- Manage Automatic Call Recording settings.
Common area
Note: Zoom Phone Pro or a higher calling plan is required for recording.
- Sign in to the Zoom web portal as an admin with the privilege to edit common areas.
- In the navigation menu, click Phone System Management then Users & Rooms.
- Click the Common Areas tab.
- Click the applicable common area name from the list.
- Click the Policy tab.
- Under General, click the Automatic Call Recording toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
Notes:
- You must acknowledge and accept the terms and conditions of automatic recording.
- If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
- Manage Automatic Call Recording settings.
How to manage automatic call recording settings
Note: Certain settings must be enabled by Zoom and will be rolled out to accounts over time.
After enabling Automatic Call Recording, you can manage the following settings.
Enable recording for calls
- To the right of Enable recording for, click the dropdowns and select from the following:
- Specify to record inbound calls, outbound calls, or both.
- Specify to record internal calls, external calls, or both.
Note: Internal calls are calls with someone within your own account. External calls are calls with someone outside your own account. Calls are classified based on how they are dialed. For example, if a user calls someone within the account, and if that call gets forwarded to an external user, that call is still considered an internal call.
- Click Save.
Access permissions
Control who has access to call recordings. This member list can be managed on the Zoom Phone role management page.
- Under Access Permissions, click Access Member List.
A pop-up window will appear. - In the window, filter the member list by using the search bar to search by name or extension, or using the site dropdown to select the site.
- View the member list by user, extension, permission, and site.
- In the top-right corner, click Manage.
You will be directed to the Zoom Phone role management page, where you can manage user roles and permissions.
Additionally, account owners and admins can share call recordings with a phone user and control whether phone users can access their call recordings. Learn more about
sharing call recordings with specific phone users and call queues.
Inbound audio notifications
- Under Inbound audio notifications, click Manage.
- Customize the following settings:
- Play a prompt only to caller before attempting to connect the call: Select the checkbox to play a prompt that lets call participants know that the inbound call is being connected. Select the default prompt, or click Edit to choose from the asset library or add audio.
Note: The recording is played before the call is connected to the user. When a user calls a Zoom Phone number, the system answers the call and plays a prompt that the call is recorded before the call is connected to the Phone user. If the consent sub-option is enabled, then the caller has the option to consent out of being recorded. This option is remembered for the duration of the call, and any transfers to another user or a user trying to turn on ad hoc recording will not be successful.
- Provide consent options before the recording starts: The options selected by the caller will determine if the call will be recorded. If the caller opts out of being recorded, then the call will not be recorded for the duration of the call, even when the call is transferred to users who may have Automatic Call Recording or Ad-Hoc Call Recording enabled.
Note: The Call Screening feature will not work if consent options are enabled. Learn more about managing call screening.
- After user enters an option that is not defined: To the right of Play a prompt, select the default prompt, or click Edit to choose from the asset library or add audio.
- Repeat audio prompt: Click the dropdown and select the number of times you want the audio to be repeated.
- And then: Click the dropdown and select if you want to connect the call with recording enabled, connect the call with recording disabled, or disconnect the call.
- After user takes no action for: Click the dropdown and select the number of seconds that the user is inactive.
- Repeat audio prompt: Click the dropdown and select the number of times you want the audio to be repeated.
- And then: Click the dropdown and select if you want to connect the call with recording enabled, connect the call with recording disabled, or disconnect the call.
- Play a prompt for calls where recording has already started: Select this checkbox to play the prompt to callers in certain conditions (e.g., when the recording prompt has not been played to the original caller, for calls made from a shared line group, and for calls warm transferred to this extension, etc.). Select the default prompt, or click Edit to choose from the asset library or add audio.
- Play a prompt to call participants when the recording has started: Select the checkbox to play a disclaimer prompt warning call participants that the call will be recorded. The admin then has the option to select to play this prompt to all users in the call or only the Zoom Phone user. Select the default prompt, or click Edit to choose from the asset library or add audio.
Note: The initial prompt is played when the call recording starts. If a call participant joins the call after this prompt is played, they will not hear the prompt. For example, if you add a person to the call or another phone user monitors the call after the prompt has played, they will not hear the prompt.
- Click the Play to dropdown to select the audience:
- All participants in the call: Beep all participants that they are being recorded.
- The recording user only: Beep the recorded participant only.
- Press 1 to provide consent to be recorded: Play a prompt after the initial prompt that requires callers to press 1 to explicitly provide consent to be recorded. This prompt will play 2 times. If the caller doesn't press 1 after the second prompt, they are advised that by continuing to stay on the call, they are providing their consent to be recorded. The associated call logs will indicate that consent was passive instead of active.
Note: This setting is only available at the account level (multiple sites disabled) or site level (multiple sites enabled).
- Play a prompt when the recording is stopped: Play a prompt that lets call participants know when the recording is stopped. Select the default prompt, or click Edit to choose from the asset library or add audio.
- Click the Play to dropdown to select the audience:
- All participants in the call: Beep all participants that they are being recorded.
- The recording user only: Beep the recorded participant only.
- Click Save.
Outbound audio notifications
- Under Outbound audio notifications, click Manage.
- Customize the following settings:
- Play a prompt to call participants when the recording has started: Select the checkbox to play a disclaimer prompt warning call participants that the call will be recorded. Select the default prompt, or click Edit to choose from the asset library or add audio. You can only customize the prompt for automatic call recordings.
Note: The initial prompt is played when the call recording starts. If a call participant joins the call after this prompt is played, they will not hear the prompt. For example, if you add a person to the call or another phone user monitors the call after the prompt has played, they will not hear the prompt.
- Click the Play to dropdown to select the audience:
- All participants in the call: Beep all participants that they are being recorded.
- The recording user only: Beep the recorded participant only.
- Press 1 to provide consent to be recorded: Play a prompt after the initial prompt that requires callers to press 1 to explicitly provide consent to be recorded. This prompt will play 2 times. If the caller doesn't press 1 after the second prompt, they are advised that by continuing to stay on the call, they are providing their consent to be recorded. The associated call logs will indicate that consent was passive instead of active.
Note: This setting is only available at the account level (multiple sites disabled) or site level (multiple sites enabled).
- Play a prompt when the recording is stopped: Play a prompt that lets call participants know when the recording is stopped. Select the default prompt, or click Edit to choose from the asset library or add audio.
- Click the Play to dropdown to select the audience:
- All participants in the call: Beep all participants that they are being recorded.
- The recording user only: Beep the recorded participant only.
- Click Save.
Other settings
- Under Other settings, click Manage.
- Manage the following settings:
- Play a recording beep tone: Plays a beep tone to notify users that their call may be recorded. This tone is different from the recording-in-progress notification.
Note: This setting is only available if enabling automatic call recording for phone users or automatic recording for call queues. You can also change this policy setting at the group or account level, but it will only apply to phone users and call queues.
- Click the Play to dropdown to select the audience:
- All participants in the call: Beep all participants that they are being recorded.
- The recording user only: Beep the recorded participant only.
- Beep Time Interval: Configure the beep time interval for every 5 seconds to 2 minutes.
- Volume: Increase or decrease the volume of the tone beep.
- Allow call recording transcription: Allow Zoom to transcribe the call recording. You can view the transcription when playing back recordings. Phone users can view transcriptions in the desktop or mobile app. Phone users can only view transcriptions for automatic recordings if they have access to automatic recordings.
- Redact personal and sensitive data: Select this checkbox to automatically redact users' personal data from call recording transcripts. If enabled, Zoom Phone will analyze recordings and transcripts, then identify Personal Data Entities and replace them with generic placeholder text. Redacted data can’t be viewed by anyone.
- PII Group: Click Edit to select a Personal and Sensitive Data Group that will be applied to recordings.
- Allow extensions to stop and resume automatic call recording: Allow phone users or extensions to use in-call controls to pause and resume the automatic call recording.
- Disconnect call if there's an issue with automatic call recording and it cannot reconnect after 5 seconds. This will not include emergency calls: Terminate an automatic call recording in the event of a system failure lasting more than 5 seconds.
Notes:
- This feature must be enabled by Zoom.
- This setting is only available for automatic call recordings. You can notify a list of users for such events.
- Click Save.